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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Nothing special
12 februari 2021
Antwoord van GSI Wealth Management Ltd
Morning Lambertus,
It is disappointing to see your comments and we would like the opportunity to better the experience you have with us.
We have reviewed your file and will have someone from the office contact you in order to set up a meeting with your advisor as soon as possible.
Thank you
Team GSI
Prompt and polite
Very prompt answers to any emails and queries you may have. Albeit I have little interaction with the team, they are very professional in their work
12 februari 2021
Praise for the best advisors we have entrusted our finances to.
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 coast in West Sussex we always make the effect to visit the office once a year for our review. They give good honest advice and last year were extremely helpful in arranging a POA for one of us. We would have no hesitation in recommending them. We most certainly will continue with their services for the distant future.
12 februari 2021
Annual Review Meeting
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 taken from Wrap when she placed more business, but this was resolved to our satisfaction by the Admin Team.
12 februari 2021
Keep me informed and remind me when I…
Keep me informed and remind me when I have to do things. Couldn't ask for more.
12 februari 2021
TOTALLY HAPPY WITH THEIR SERVICE
TOTALLY HAPPY WITH THEIR SERVICE. HOPEFULLY WE CAN DO MORE BUSINESS THIS YEAR WHICH HAS BEEN DELAYED DUE TO THE VIRUS AND TRYING TO MOVE HOUSE.
12 februari 2021
Very useful discussion with Andrew…
Very useful discussion with Andrew Little about IHT, additional ISA's, possible changes to our Wills and future investments.
12 februari 2021
We have found GSI to be very helpful…
We have found GSI to be very helpful and efficient in organising our affairs,
Thank You David & Linda
12 februari 2021
Good honest friendly advice
12 februari 2021
Antwoord van GSI Wealth Management Ltd
Hi Steve,
Thank you for your five star review. I am so glad that you value my advice. I look forward to seeing you soon.
Keep safe.
Dan Mazouz
Good outlook
We have been with GSI for around eight years all though we were only very small
Investors we have found you all very help-full and we both look forward to
Many more years with you keep up the good work ,
Thanks D& G
11 februari 2021
We have been with GSI for over five…
We have been with GSI for over five years, somehow they have steered our investment through really turbulent and unprecedented waters. We wonder every day how they do it. We are so pleased to be with GSI.
John and Heather Thompson.
11 februari 2021
Excellent support and advice
Excellent support and advice, very pleased with the interaction and the personal touch, would recommend GSI to friends and family
10 februari 2021
Antwoord van GSI Wealth Management Ltd
Hi Derek,
Thank you so much for the five star review. Its been a real pleasure helping you and your family out over the years.
Keep safe.
Dan Mazouz
Very professional and available for any…
Very professional and available for any queries that we have
10 februari 2021
Antwoord van GSI Wealth Management Ltd
Hi Maddy,
Thank you for the positive review. I am always available to help with any queries that you may have.
I look forward to catching up with you soon, in the meantime, keep safe.
Dan Mazouz
Trustworthy pension advisors
We are very pleased with the advice given by GSI. They manage our pension portfolio enabling us to get very good returns. Always contactable and highly professional.
9 februari 2021
Daniel is the No.1
I trust Daniel to look after my investments because he keeps me up dated and he consistently reads the market extremely well. JG
9 februari 2021
Dan Mazouz
Dan Mazouz & the team are always at the end of the phone to help you with any questions and to out sort out any problems you may have, and even that little bit further.
Thanks
Darren Rowe
9 februari 2021
Antwoord van GSI Wealth Management Ltd
Hi Darren,
Thank you for the five star review. I am always happy to help with any query or question that you may have.
Keep safe.
Dan Mazouz
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