About David Gee Wills & Probate

Providing friendly and professional advice for over 30 years.

With over 30 years experience in the financial services industry I’m passionate about protecting and preserving clients’ wealth and ensuring this is passed on to future generations in a tax efficent manner.

I offer families and business owners straightforward advice on Wills, Trusts, Probate Services, and Lasting Powers of Attorney.

My experience in Estate and Trust planning enables me to explain this complicated financial subject in an easy to understand way and to help you make the right choices to benefit you.

Please take a look at my video to find out a bit more about me and my services.

About Me

David Gee

I established David Gee Wills & Probate in 2015 and I am pleased to be a member of the Society of Will Writers.

I have worked in the financial services business for over 30 years for some of the largest wealth management companies.

I pride myself on providing a professional and personal service to both individuals and business owners and my wealth of experience in Wills and Trust business enables me to explain this complicated legal and financial subject in an easy to understand way.

In my free time I enjoy spending time with the family, walking the dogs, travelling and watching the cricket.

Ian Griffiths

Ian has worked in Financial Services for 35 years both for large national firms and in the last 20 years running his own wealth management business. Ian believes in the personal approach and takes pride in offering quality estate panning advice to help his clients make the correct choices in relation to intergenerational planning.

Ian believes by taking time to get to know his clients and their needs he can then recommend a bespoke solution.

Outside of work Ian enjoys walks in the countryside with his Cockapoo, Oona and spending time with friends and family.

Why Choose David Gee Wills and Probate

Over 30 Years experience advising clients

Having worked in the financial services business for over 30 years my wealth of knowledge will help you decide which is the most beneficial way to proceed with your Wills, Lasting Power of Attorney and Probate.

I am a member of the Society of Will Writers which means all clients have the reassurance that all business is conducted under a strict code of conduct.

Professional and Personal Service

I pride myself on providing a professional and personal service. All documents will be drafted by me personally.

I am supported by a team who are always on hand to take your calls and enquiries.

Our aim is to take you through the process of making a Will, Lasting Power of Attorney or Probate as easy as possible.

Specialist Trust Knowledge

I offer advice on a wide range of solutions from basic to more complicated Wills incorporating trusts to protect your needs.

My experience in Estate and Trust planning enables me to explain this complicated financial subject in an easy to understand way.

Contact David