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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Lees wat reviewers zeggen
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
Bedrijfsgegevens
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
Unit 1, Churchill Court, Hortons Way, TN16 1BT, Westerham, Verenigd Koninkrijk
- 01959 561 500
- enquiries@gsigroup.co.uk
- gsigroup.co.uk
4,6
Uitstekend
159 reviews
Vraagt klanten om een review
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New to Investing
My Advisor, Colin, takes great care to understand my situation and does not always agree with my thinking suggesting a better way etc.
I feel that I am in good hands being that I trust the information being given.
31 oktober 2025
Antwoord van GSI Wealth Management Ltd
Thank you for taking the time to leave such a positive review.
Colin will be really pleased to hear your feedback. Taking the time to properly understand each client’s circumstances — and being willing to challenge ideas where it’s in the client’s best interests — is exactly what we expect from our advisers.
We’re especially glad to hear that you feel well looked after and confident in the information you’re receiving. Trust and clear, honest advice are central to the way we work, and it’s reassuring to know that this has come through in your experience.
Thank you again for your kind words and for placing your trust in us.
Seems a good move to us.
Transfer process from our old IFA was fairly stress-free, albeit lengthy. Now we are “in” and the relationship is settling down, they seem to be getting on with their job and doing it well. Only time will tell (hence 4*)!
4 december 2025
Antwoord van GSI Wealth Management Ltd
Thank you for taking the time to leave a review. We’re glad the transfer process felt smooth overall and that your new relationship with us is settling in well. Transfers can sometimes take longer than any of us would like, so we appreciate your patience. We’re pleased to hear you feel the team is getting on with things and doing a good job. We’ll continue to work hard to meet your expectations over time.
My experience was as I had expected it…
My experience was as I had expected it to be; which was reassuring and appropriate.
14 oktober 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your five-star review. We’re really pleased to hear your experience met expectations in a reassuring and appropriate way. If we can support you with anything ahead of your next review, please let us know.
We had a good meeting
We had a good meeting, it was friendly but also businesslike .
All our questions were addressed and an excellent follow up report.
26 september 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your positive review. We’re pleased you found the meeting both friendly and business-focused, and that all your questions were fully addressed. It’s great to hear the follow-up report hit the mark too. If there’s anything you’d like us to cover in more depth at your next review, we’re always happy to help.
Having now been with GSi for over a…
Having now been with GSi for over a year, the understanding between the team and us as clients has reached greater understanding. Like anything it takes a while to reach a trust and understanding for the business relationship to grow. Plus, with more regulation, comes more paperwork, and it's very often us as clients a confusing and long winded way forward that has become the norm, and it's "that" understanding that can become frustrating at times.
22 september 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your five-star review and for being with us for over a year. We’re glad to hear that the relationship and mutual understanding have continued to grow. You’re absolutely right that increasing regulation brings more paperwork and, at times, a more complex process for clients. We really appreciate your patience, and we’re committed to making everything as clear and straightforward as possible while meeting the standards designed to protect you.
GSI Wealth Management for a friendly and professional service.
I have found GSI management must helpful. I do not know enough about the markets to be able to invest wisely, especially as they are prone to so much fluctuation due to happenings around the world. It’s good to have experts who have a wealth of experience in their field.
Always very friendly and knowledgeable
22 september 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your thoughtful five-star review. We’re pleased to hear that you’ve found our team friendly, professional and helpful. The investment world can feel uncertain at times, so we’re glad our experience and guidance give you confidence in your decisions. Your trust means a great deal to us, and we look forward to supporting you for many years to come.
Expert and friendly consultant
Expert and friendly consultant who understands my needs and tailors products and action to meet them.i can trust his advice
18 september 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your generous five-star review. We’re delighted to hear that your consultant provided expert, friendly guidance tailored to your needs. Building trust through clear, personalised advice is at the heart of what we do at GSI, and your feedback means a great deal to the team.
Helpful assistance.
I found myself in what could have been an embarrassing situation but with the help of the staff at GSI the problem was overcome.
9 oktober 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your kind words and five-star review. We’re really pleased our team could help you resolve the issue quickly and discreetly. At GSI, we understand that financial matters can sometimes feel stressful, so it’s great to know we made things easier for you.
Their financial advice has been very…
Their financial advice has been very useful. They’ve also always responded quickly to any queries I’ve had .
9 juli 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your 5-star review. We’re so pleased to hear that our advice has been useful and that your queries have been answered quickly. Supporting our clients with clear, responsive guidance is at the heart of what we do, and it’s great to know this has been your experience.
No spoken / adviser guidance on access…
No spoken / adviser guidance on access to apps. We have no spoken for years.
9 juli 2025
Antwoord van GSI Wealth Management Ltd
Thank you for taking the time to share your feedback. We're genuinely sorry to hear that you've felt unsupported, and that there hasn't been any spoken guidance regarding access to our apps.
We completely understand how frustrating that can be. It’s clear we haven’t stayed in touch as well as we should have, and we’re truly sorry if you’ve felt overlooked — that’s not the standard of service we aim to provide.
We’d really like the opportunity to make things right. We can see that you've had some recent correspondence with the office, and if you're open to it, we’d be happy to arrange a meeting with an adviser and ensure someone guides you through the app setup step by step.
Please don’t hesitate to get in touch at a time that’s convenient for you — even just by email — we’re here to help.
Knowledgeable and receptive team
The team was professional and knowledgeable. Receptive to our needs. Gave us useful advice regarding our finances. Were confident and reassuring despite turbulent times and uncertainties at present
21 juli 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your kind words and for taking the time to share your experience. We’re so pleased to hear that you felt supported and reassured, especially during such uncertain times. It’s always our goal to provide clear, practical advice tailored to your needs, and we truly value your trust in our team.
Our GSI experience
We have dealt with GSI for over 10 years and find them to be reliable and trustworthy.
Rita and Noshir Khambatta
27 mei 2025
Antwoord van GSI Wealth Management Ltd
Dear Rita and Noshir,
Thank you so much for taking the time to leave this lovely review. We truly value your loyalty and trust over the past 10+ years — it means a great deal to us. We're always here to support you and are grateful to continue being part of your financial journey.
GSI keep in contact via email and the…
GSI keep in contact via email and the portal but rarely face to face like we had with our previous financial adviser
20 mei 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your feedback—we really appreciate it. We're glad to hear you've found the email and portal communication helpful, and we completely understand the value of face-to-face interaction. While we’ve embraced digital tools to enhance responsiveness and accessibility, we recognise that personal connection remains important. If you’d prefer more in-person meetings, please do let us know—we’re always happy to tailor our approach to suit your preferences.
Responsive and sympathetic
Responded quickly and sympathetically to address the issue I raised. Check the problem was resolved and explained what had happened and why.
16 mei 2025
Antwoord van GSI Wealth Management Ltd
Thank you so much for your kind words. We're really pleased we could resolve the issue quickly and that you felt supported throughout. We always aim to handle matters with care and clarity, and it's great to hear that came through. If there's ever anything else we can help with, please don’t hesitate to reach out.
Confidence and Customer Service
The information provided regarding my drawdown was detailed and thorough. My advisor, along with the office staff, kept me well-informed throughout every stage of the process. I feel confident that my financial matters are in capable hands with GSI.
24 april 2025
Antwoord van GSI Wealth Management Ltd
Thank you so much for your kind words and for taking the time to leave us a review. We're delighted to hear that you felt well-informed and supported throughout your drawdown process. Providing clear, thorough advice and a seamless experience is exactly what we strive for at GSI.
Your confidence in our team means a great deal, and we’re honoured to be entrusted with your financial wellbeing.
Plan Well. Live Happy.
Antwoord van GSI Wealth Management Ltd
Thank you for your lovely feedback! 😊
We’re so pleased to hear you found us nice and helpful — that’s exactly the kind of experience we aim to deliver.
If there’s ever anything else we can do, we’re always here to help.
Plan Well. Live Happy.
A useful and constructive meeting
Mario was very pleasant and helpful and had done his homework. I found the session useful and reassuring. It's not 5 stars because (I rarely give five stars) there was some technical content I found difficult to follow and the screen was not always easy to read. I will bring my distance glasses next time.
2 juni 2025
Antwoord van GSI Wealth Management Ltd
Thank you for your kind words and thoughtful feedback!
We’re delighted to hear that you found the meeting with Mario useful and reassuring. He’ll be pleased to know that his preparation and helpful approach made a positive impact.
We completely understand your comments around the technical content and the screen readability – thank you for sharing this. We’ll take this on board to improve clarity in future sessions. We look forward to welcoming you again soon!
Antwoord van GSI Wealth Management Ltd
Thank you so much for your kind words and continued trust! We're thrilled to hear you're always happy with our service. If there's ever anything more we can do for you, just let us know — we're here to help.
GSI for Wealth Management GSI from the first day about 22 years…
GSI from the first day about 14 years ago when my late husband and I attended a seminar to the present day GSI have always been there for us and my family. The company give enormous
valuable advice and help with all aspects of Wealth management.
13 februari 2025
Antwoord van GSI Wealth Management Ltd
Thank you so much for your kind words and for sharing your journey with us. It means the world to hear that GSI has been a trusted part of your life and your family’s for over two decades. We're truly honoured to have supported you since that very first seminar all those years ago, and we're proud to continue standing by you today. Your trust and loyalty inspire us every day to keep delivering the very best in wealth management advice and care.
– The GSI Team | Plan Well. Live Happy.
Thank you GSI
Having been recommended to GSI by a friend. I have been extremely impressed by the response. Mario and the team of attentive ladies have been professional, prompt, welcoming and very knowledgeable. Given that I don’t have the time or experience to invest in my inheritance, im extremely pleased that GSI will support me every step of the way. Big thank you to you all. Kevin Mills.
18 februari 2025
Review zonder uitnodiging
Antwoord van GSI Wealth Management Ltd
Thank you so much for your kind words and for taking the time to share your experience. We're delighted to hear that you've been impressed with our service and that Mario and the team have made you feel supported and confident in your financial journey. Helping our clients navigate their investments with care and expertise is at the heart of what we do, and it's wonderful to know that you feel in safe hands with us.
We truly appreciate your trust in GSI and look forward to continuing to support you every step of the way. If there's ever anything you need, we're just a call away!
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