Independent Financial Planner in Bristol, Helping You Plan With Confidence
We help individuals, families and business owners with £100,000 or more to invest grow, protect and pass on wealth through clear, tax-efficient financial planning and a personal, low-cost investment approach.
Bristol-based | Supporting clients across the UK | Independent financial advice
What We Do
Financial Planning
Bring your pensions, investments, tax planning and protection together in one clear plan, built around the life you want.
Retirement Planning
Understand when you could retire and how your pensions, savings and investments could provide a sustainable income.
Tax-Efficient Planning
Make effective use of available allowances and reliefs to help grow, protect and pass on your wealth.
Financial Planning Built Around You
Good financial planning does not start with a pension, investment or financial product. It starts with understanding you.
We take the time to understand your values, family, lifestyle, goals and concerns. We then bring the different parts of your finances together into one clear plan, helping you make informed decisions and remain focused when life, tax rules or financial markets change.
Who We Work With
Professionals
Bring your pensions, investments and tax planning together so your finances support your career and future.
People Planning for Retirement
Understand when you could retire and how to turn your pensions and investments into a sustainable income.
Families
Grow and protect your family’s wealth while planning for future generations and the people who matter to you.
Business Owners
Connect your personal and business finances, manage tax efficiently and build wealth beyond your business.
Other Ways We Can Help
Mortgages – Clear, independent support when buying your first home, moving, remortgaging or investing in property.
Workplace Pensions – Helping employers review their pension scheme and improve employee financial wellbeing.
Our Approach
A personal plan, built around your life and reviewed as it changes.
Understanding You
We explore your values, goals, family circumstances, finances, investment experience and attitude towards risk.
Building Your Financial Plan
We bring everything together and explain our recommendations, the costs, the risks and the actions we believe could help.
Keeping Your Plan On Track
We review your plan regularly and remain available when your circumstances, priorities or concerns change.
Meet the Team
Our team combines decades of experience with a genuine commitment to helping clients feel more confident about their finances.
Based in Bristol, with a presence in Scotland, we support clients across the UK through technical expertise, warmth, integrity and clear, down-to-earth advice.
Why Choose Manning Gee Investments
Personal Advice From £100,000
Our financial planning service normally starts from £100,000 of investable assets, giving more people access to personal, ongoing advice.
Planning Before Products
We first understand your life, values and goals. Products and investments only enter the conversation once we know what your plan needs to achieve.
Independent and Personal
We remain independent, allowing us to recommend suitable solutions from across the market while building long-term client relationships.
Clear Fees and a Low-Cost Approach
We publish our fees, explain what they cover and focus on keeping unnecessary investment costs under control.
Education Without the Jargon
Our blogs, guides and financial education series explain important financial topics in clear, straightforward language.
What Our Clients say
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Should you need expert advice, which is incredibly well explained in great and accurate details. Friendliness and efficiency beyond compare – then Mr Sam Gee should most definitely be your go to, first and foremost. A true professional. Thank goodness we met Sam, huge thank you. Laney
Laney Parker
⭐⭐⭐⭐⭐
I would highly recommend Manning and Gee Investments! They work so hard to get the deals and best mortgages for you. Naomi has only got your best interests at heart (literally) and we now have our gorgeous first house 🙏 Couldn’t ask for better!
Katie Lewis
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Naomi walked through each step of the process with genuine care and absolute expertise. From first enquiry to the day I got the keys I was so anxious and had no idea what I was doing ! Naomi made everything feel not only possible but gave me so much confidence everything would work out. And it did !!! Would recommend her and Manning Gee a million times over!
C Lawrence
Latest News and Insights
Straightforward articles and guides covering financial planning, retirement, investments, tax and the decisions that matter.
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Why Financial Plans Need to Evolve
Our September insights have taken us on a short journey. We started by considering why September can provide a natural opportunity for a financial reset. We then explored how accessible savings, protection and clear goals can help us prepare financially for change. We now bring those ideas together by asking a simple question: why do…
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Preparing Financially for Change
When I started work at 18, my godfather suggested that I take out a new ten-year endowment policy each year. For younger readers, an endowment was a long-term savings policy designed to provide a lump sum after a set period. The advice was well intended. It encouraged me to save regularly and think beyond my…
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Autumn Financial Planning: A Simple Financial Reset
Every January, we see articles about New Year’s resolutions. We make plans to save more, spend less or finally deal with the financial tasks we have been putting off. Some resolutions last. Many do not. Often, this is because we try to change too much at once. Then life happens, priorities shift and our good…
Start With a Conversation
You do not need to have everything worked out before speaking to us. An initial conversation will help us understand what you want to achieve, explain how we work and decide whether we are the right fit for you.
You might also find these useful
Retirement Planning → “Planning for retirement? See how we can help”
Transparent Fee Structure → “Wondering what advice costs? See our transparent fees”
Wall of Love → “Don’t just take our word for it — hear from our clients”