Having spent 35 years in the pensions software industry, I think I know a thing or two about pensions, but GSI and in particular Mario keeps us well informed of all our options and choices. The suppor... Toon meer
Bedrijf heeft geantwoord
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Having spent 35 years in the pensions software industry, I think I know a thing or two about pensions, but GSI and in particular Mario keeps us well informed of all our options and choices. The suppor... Toon meer
Bedrijf heeft geantwoord
A really useful & productive Zoom Meeting with Andy & Ash. Wishing Andy a happy retirement, & we feel comfortable that Ash will be our advisor going forward. A slight hiccup when Jane's advisor fee ta... Toon meer
GSI Wealth Management have been our financial advisors for the past 20 years. Faye Burr and her team are there for us when we need advice. Although their office is in Westerham and we live on the coa... Toon meer
First Financial Review Meeting. This was our first face-to-face meeting after GSI Wealth Management had become our financial advisers. We were welcomed in a courteous and friendly manner. The meeting... Toon meer
Bedrijf heeft geantwoord
GSI Wealth Management is a financial planning firm with offices in Westerham, Kent and Camberley, Surrey. We help individuals and families make good decisions about their money, so that each generation is better placed than the one before. We advise on retirement and pensions, investments, passing wealth on, and planning for business owners. We work with people approaching or in retirement, families thinking about the next generation, and business owners whose personal and business finances are closely tied together. We meet in our offices, by video or at a place that suits you. You have a named adviser, and our charges are published on our website so you can see them before you get in touch. Clients can follow their plans and message us securely through the MyGSI app. GSI Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN 460572). We invite our clients to review us, whatever they have to say. We read every review, reply to them, and pass comments on to the people involved.
Unit 1, Churchill Court, Hortons Way, TN16 1BT, Westerham, Verenigd Koninkrijk
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It has always been a calming and enjoyable meeting with GSI Wealth Team. Professional, efficient service delivered so you can relax knowing the best advice has been given and carried out.

Antwoord van GSI Wealth Management Ltd
Very helpful and great service, enhanced by latest GSI app

Antwoord van GSI Wealth Management Ltd
Lack of communication made recovering Funds take way longer than it should of done .

Antwoord van GSI Wealth Management Ltd
Having spent 35 years in the pensions software industry, I think I know a thing or two about pensions, but GSI and in particular Mario keeps us well informed of all our options and choices. The support from Fran is also well appreciated. A great company well done Paul Mitchell.

Antwoord van GSI Wealth Management Ltd
All advice is personalised to one's needs and means. My money has been looked after very well and grown beyond expectations. I feel very safe seeing all the care that is taken and the expertise exercised in looking after my funds.

Antwoord van GSI Wealth Management Ltd
Help is always available when needed. The investments are completely in accordance with my requirements and are exceeding expectations

Antwoord van GSI Wealth Management Ltd
Very informative with sound advice. Staff are very friendly ready to talk and listen..

Antwoord van GSI Wealth Management Ltd

Antwoord van GSI Wealth Management Ltd
Good discussion on existing expenditure and income followed by future options on investments.

Antwoord van GSI Wealth Management Ltd
Often proactive and always user friendly, the experienced and talented GSI team completely understand my long term investment needs. At the same time, they are always prepared to be flexible when short term issues arise.
With so much economic uncertainty impacting upon investments, GSI's global market insight and guidance for clients like me is invaluable.

Antwoord van GSI Wealth Management Ltd
Excellent ongoing support from everyone at GSI. Very helpful and quick response to any questions raised

Antwoord van GSI Wealth Management Ltd
Always quick to respond and give good advice. These are worrying times if you need advice on how best to manage a pension pot and/or savings, and GSI has provided that to date.

Antwoord van GSI Wealth Management Ltd
Friendly, expert help. We have limited understanding of financial matters so the clear advice is much appreciated.

Antwoord van GSI Wealth Management Ltd
Fran was:more than helpful when I had a problem. Many thanks

Antwoord van GSI Wealth Management Ltd
Full and presice details so you can make the right choices with your money.

Antwoord van GSI Wealth Management Ltd
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