GSI Wealth Management Ltd Reviews 

159
•
TrustScore 4.5 uit 5

4,6

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

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

Beoordeeld met 5 van de 5 sterren

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

Beoordeeld met 5 van de 5 sterren

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

Beoordeeld met 5 van de 5 sterren

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

Bedrijfsgegevens

  1. Financiële planner
  2. ook in
  3. Beleggingsadvies
  4. Financieel adviseur

Geschreven door het bedrijf

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.


Contactgegevens

4,6

Uitstekend

TrustScore 4.5 uit 5

159 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,6

Alle reviews

(159)

23 reviews in de afgelopen 12 maanden

Een review schrijven
Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie

Beoordeeld met 5 van de 5 sterren

Good advice

14 oktober 2026
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Antwoord van GSI Wealth Management Ltd

Thank you, Kelvin, for your five-star review. We’re pleased to hear that you’re happy with the advice you’ve received, and we appreciate you taking the time to share your feedback.

The GSI Wealth Management team

Beoordeeld met 5 van de 5 sterren

Always approachable

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.

6 augustus 2026
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Antwoord van GSI Wealth Management Ltd

Thank you, Louise, for such a lovely review. We’re delighted to hear that you find your meetings with the GSI team both reassuring and enjoyable. Making things clear, straightforward and well organised is exactly what we aim for. We really appreciate your continued trust in us.

Beoordeeld met 5 van de 5 sterren

Very helpful and great service

Very helpful and great service, enhanced by latest GSI app

6 augustus 2026
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Antwoord van GSI Wealth Management Ltd

Thank you, John, for the lovely review. We’re really pleased you’ve found the team helpful and the service so positive. It’s particularly good to hear that you’re enjoying the new GSI app too.

Thank you for taking the time to share your feedback.

The GSI Team

Beoordeeld met 4 van de 5 sterren

Staff

Staff, and excellent service.

6 augustus 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for the lovely review. We’re very pleased to hear you received excellent service from the team, and we really appreciate you taking the time to share your experience.

Beoordeeld met 3 van de 5 sterren

Lack of communication made recovering…

Lack of communication made recovering Funds take way longer than it should of done .

29 juli 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your feedback. We’re sorry that communication during the process did not meet the standard you should expect from us.

Recovering funds can sometimes involve several parties and take longer than anyone would like, but we should still keep you properly informed about what is happening and what to expect.

We appreciate you raising this and will use your feedback to look at how we communicate during cases of this kind.

Beoordeeld met 5 van de 5 sterren
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Antwoord van GSI Wealth Management Ltd

Thank you for your kind review. We're delighted you found our service professional. We really appreciate you taking the time to share your experience and look forward to continuing to support you.

Beoordeeld met 5 van de 5 sterren

Very Confident in the advice we receive

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.

21 april 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your kind review.

It is especially pleasing to hear this from someone with such long experience in the pensions industry. We are very glad that Mario keeps you well informed about your options and choices, and we will make sure your comments are passed on to both Mario and Fran.

Thank you also for your generous words about GSI and Paul. We really appreciate you taking the time to share your experience.

Beoordeeld met 5 van de 5 sterren

Personal advice and professional expertise

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.

12 maart 2026
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Antwoord van GSI Wealth Management Ltd

Thank you, Frances, for your kind review.

We're delighted to hear that you feel well supported and that the advice you receive reflects your individual needs and circumstances. Building long-term relationships based on trust, care and clear guidance is central to what we do, so it's particularly rewarding to know that you feel confident in the way your investments are being looked after.

Thank you for placing your trust in us and for taking the time to share your experience.

Beoordeeld met 4 van de 5 sterren
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Antwoord van GSI Wealth Management Ltd

We're pleased to hear that you found the advice helpful and informative. Providing clear, straightforward guidance is something we place great importance on, so it's encouraging to know that this was reflected in your experience.

Thank you for your feedback and for choosing GSI. We look forward to continuing to support you in the future.

Beoordeeld met 5 van de 5 sterren

Help is always available when needed

Help is always available when needed. The investments are completely in accordance with my requirements and are exceeding expectations

21 april 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your wonderful five-star review.

We're delighted to hear that you feel supported whenever you need assistance and that your investments continue to align with your requirements and objectives. It's particularly pleasing to know that your portfolio is performing in line with, and even exceeding, your expectations.

Thank you for placing your trust in us. We value your feedback and look forward to continuing to support you on your financial journey.

Beoordeeld met 4 van de 5 sterren

Sound advisers

Very informative with sound advice. Staff are very friendly ready to talk and listen..

20 april 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for taking the time to leave us a review.

We're delighted to hear that you found our advice informative and helpful. Providing clear guidance and taking the time to listen to our clients is something we place great importance on, so it's wonderful to know that this was reflected in your experience.

Thank you for your kind comments about our team. We truly appreciate your feedback and look forward to continuing to support you in the future.

Beoordeeld met 5 van de 5 sterren

Finance discussion with Tom Ralph

Knowledgeable
Easy to talk to
Calm and capable

6 mei 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your kind review. We’re very pleased to hear that your discussion with Tom was knowledgeable, calm and easy to follow.

We know that financial planning conversations can sometimes feel complex or overwhelming, so it’s good to hear Tom helped make the process clear and comfortable. We’ll be sure to pass your comments on to him.

Thank you again for taking the time to leave a review.

Beoordeeld met 5 van de 5 sterren

Good service

12 maart 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your review. We’re pleased to hear you received good service and appreciate you taking the time to share your feedback.

Beoordeeld met 5 van de 5 sterren

Yearly review

Good discussion on existing expenditure and income followed by future options on investments.

14 april 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your kind feedback.

We’re pleased to hear that you found the discussion around your current position and future investment options helpful. Ensuring clarity and confidence in both present circumstances and next steps is a key part of our approach.

If you have any further questions or would like to explore any of the options discussed in more detail, please don’t hesitate to get in touch.

Beoordeeld met 5 van de 5 sterren

Invaluable Experience and Talent

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.

26 maart 2026
Review zonder uitnodiging
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Antwoord van GSI Wealth Management Ltd

Thank you so much for your kind words and for taking the time to leave such a thoughtful review. We are delighted to hear that you have found the team proactive, approachable and responsive to both your long-term objectives and any shorter-term needs that arise.

Building lasting relationships and giving clients clear, considered guidance through changing market conditions is very important to us, so your feedback means a great deal. Thank you again for your trust and support.

Beoordeeld met 5 van de 5 sterren

Excellent ongoing support from everyone at GSI

Excellent ongoing support from everyone at GSI. Very helpful and quick response to any questions raised

12 februari 2026
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Antwoord van GSI Wealth Management Ltd

Thank you very much for your kind words and five-star review. We are delighted to hear that you have found the team at GSI helpful, responsive and supportive. Providing clear, timely assistance is very important to us, so it is lovely to know this has made a positive difference to your experience. We really appreciate your feedback and your continued trust in GSI.

Beoordeeld met 5 van de 5 sterren

Always quick to respond and give good…

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.

11 februari 2026
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Antwoord van GSI Wealth Management Ltd

Thank you for your thoughtful review. We’re pleased to hear that you’ve found our team responsive and our advice helpful, particularly in more uncertain times. Providing clear, timely guidance to support informed decisions is a key part of what we aim to deliver, so your feedback is greatly appreciated.

Beoordeeld met 5 van de 5 sterren

Friendly, easy to understand advice

Friendly, expert help. We have limited understanding of financial matters so the clear advice is much appreciated.

23 december 2025
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Antwoord van GSI Wealth Management Ltd

Thank you for your kind review. We’re pleased to hear that you found our advice clear and easy to understand. Making complex financial matters accessible and providing supportive, expert guidance is central to how we work, so your feedback is very welcome.

Beoordeeld met 5 van de 5 sterren

Fran was:more than helpful when I had a…

Fran was:more than helpful when I had a problem. Many thanks

1 december 2025
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Antwoord van GSI Wealth Management Ltd

Thank you for your five-star review. We’re pleased to hear that Fran was able to help resolve the issue for you. I’ll be sure to pass on your thanks, and we appreciate you taking the time to share your feedback.

Beoordeeld met 4 van de 5 sterren

Withdrawal

Full and presice details so you can make the right choices with your money.

26 november 2025
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Antwoord van GSI Wealth Management Ltd

We’re pleased to hear that you found the information clear and detailed. Providing precise, well-explained advice is important to us, as it allows clients to make informed decisions with confidence.

Thank you for taking the time to share your feedback, and for trusting us with your financial planning.

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