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
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Antwoord van GSI Wealth Management Ltd
Thank you for your kind words Mr Stienen.
What a brill team
We feel confident in the advice we receive and find the team warm, helpful and receptive to our needs. We are happy to recommend GSI to family and friends and anyone who needs financial advice and guidance through the complex minefield of taxation, investment and advice needs.
26 september 2024
Really approachable and straight…
Really approachable and straight talking, easy to understand advice that’s made decision making easy and a real difference to our plans. Thank you.
24 juli 2024
Colin gave good and very clear…
Colin gave good and very clear information which allowed me to make some sensible decisions. He came back to me quickly and gave me confidence in his knowledge and interest in us as clients.
27 maart 2024
Antwoord van GSI Wealth Management Ltd
Thank you for your kind words, we know Colin and all at GSI work hard and try to do our best to stay at the cutting edge of the Financial Services industry, we are pleased to be of service.
Kind Regards,
Colin & Team GSI
The future is bright with GSI
The team are all very helpful and explain everything fully. More importantly the advice is very successful and gives you confidence that the future will be bright.
4 april 2024
Antwoord van GSI Wealth Management Ltd
Dear John Wyatt,
Thank you for taking the time to post your kind words, it is greatly appreciated. We do pride ourselves on continuous improvement, we are pleased you can enjoy the rewards of those efforts.
Kind regards,
Mario and The GSI Team
It is now mid February 2024 and we are…
It is now mid February 2024 and we are still awaiting financial review for year ending 5 April 2024.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear customer,
We have looked at your case and can see you are due a review in March, although it is clear we have missed a request to perform the review earlier this year, for this our apologies.
We are trying to reach you via phone and email at the moment to ensure your review happens next week.
Please respond to the office if and when suitable.
Kind Regards
The GSI Team
So friendly and easy to talk to
So friendly and easy to talk to, and explained things that we could understand
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Jan,
Thank you for your comments, its pleasing to know we achieve what we set out to do. Thank you for taking the time.
Kind Regards,
Colin and the GSI Team
A team to be trusted.
Paul and his team have helped advised and managed our finance and investments for over eight years. Their finial planing is so individually focused to suit the time and needs as we went along. We can confidently say that it has been a very happy partnership even through these difficult financial time.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Ponniah Nithianandan,
Very kind words, we appreciate the time you have taken to post these comments.
We are constantly innovating and hopefully soon you will hear how we can make these difficult financial times a little better.
Kind Regards,
Paul and the GSI Team
As always
As always, it was a pleasure to see Colin. So helpful, informative and reassuring.
Please do not ask us for a review again: you can assume we are very happy with the way Colin looks after us and would let you know if ever that were not the case.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Customer,
Thank you for your response, its appreciated and we will see what we can do about removing you from Trustpilot requests.
Kind Regards,
Colin and The GSI Team
Mindful...
They are always aware of what we want out of our investments and are mindful of the end goal and personable as well.
5 oktober 2023
Antwoord van GSI Wealth Management Ltd
Dear MRS LINDA PATMIOS,
Thank you for taking the time to write a lovely message, we do focus on your (and all clients) objectives and goals and therefore what you wish to achieve. So it is feedback such as yours, that notes this, that we take to heart as we believe our true value as Financial Planners is being received well.
Kind Regards,
Mario and the GSI Team
Very good experience so far
Very good experience so far, just need to world markets to start performing😁😊
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear customerSean,
Thank you for your kind words, don't we all need that!
We have just launched some exciting new options, we trust Colin will be in touch.
Kind Regards,
Colin and The GSI Team
Antwoord van GSI Wealth Management Ltd
Dear Tina Bradshaw,
Thank you for your message, we have investigated this and it appears we had nothing to do with your transfer, you did it directly with the provider and asked them for a non-advised withdrawal.
If this is incorrect, please do let us know and we will look further.
Kind Regards,
Mario and the GSI Team
Antwoord van GSI Wealth Management Ltd
Dear customer,
Thank you for your kind words, its much appreciated.
Kind Regards,
Colin and The GSI Team
A bit like a sports referee
A bit like a sports referee, if you dont notice them they are doing ok.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear David Voyce,
We like the analogy, thank you for your kind words and the time taken to respond.
Kind Regards,
Colin and The GSI Team
The performance of abrdn is the main…
The performance of abrdn is the main reason for the somewhat poor review
7 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Sylvia Thorndahl,
Thank you for your message. Sadly, we understand your concern. After many months of work we have closed our due diligence and today launch alternatives, you will hear from us shortly.
Kind Regards,
Mario and The GSI Team
More seminars
More seminars, (online to reduce costs) with regards new tax legislation, changing factors etc.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Jon Blakeley-Glover,
We have taken your comments onboard and will look at doing broad based webinars.
Our regular Wealth clients receive this sort of information on a monthly basis,
We can see you do receive the monthly newsletter, these releases contain regular and current information that deals with these topics and more - if you would like to talk to someone over these kind of topics, we can, and are happy too, set up a meeting.
Do let us know.
Kind Regards,
The GSI Team
Reliable investment
Their advice has been consistently good, changes to my portfolio seamless and effective.
The risk choices made at the outset have been accurately reflected in the performance achieved.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Greig,
Thank you for your kind words, much appreciated.
Kind Regards,
Mario and The GSI Team
Antwoord van GSI Wealth Management Ltd
Dear Mr Michael Tamboullis,
Thank you for your message, it goes without saying, the investments are only the underlying solution to the goals - but they must work.
Kind Regards,
Mario and The GSI Team
Happy to recommend
Have used Paul Mitchell and GSI for many years. Have always received good advice and happy with the service I have received.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Sear christopher bean,
Kind words indeed, thank you very much and may we continue this high level for years to come.
Kind Regards,
Paul and The GSI Team
Not heard from them since first…
Not heard from them since first introduction. No help provided with technical issue.
20 december 2023
Antwoord van GSI Wealth Management Ltd
Dear Gee Stephenson,
We have had a look through your file and correspondence and we can see an Annual Review was conducted in the middle of last year. Outside of that, we have no evidence of any communication between you or the company excepting our normal monthly mailers and year end notice.
We can only apologise for what is clearly a frustration with us, we just cant see what technical issue you have. The team will reach out to you and set up a call/meeting with you in the next day or two and we will have your adviser address any concerns.
Kind Regards,
The GSI Team
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