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.
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
Unternehmen hat geantwortet
We were seen by Mr.Little, who has since retired.He made sure through a few sittings that we were comfortable in making our choices following lengthy explanations.He ensured that our wills,powers of a... Mehr ansehen
While the advice we received from GSI was excellent, and we were very pleased with the performance of our funds, my husband (Alfred Stienen) and I were frustrated at how difficult it proved to be g... Mehr ansehen
Unternehmensdetails
- Finanzplaner
- auch in
- Anwalt für Erbrecht
- Finanzberater
- Investmentservice
- Kapitalanlagegesellschaft
- Pensionsfonds
Vom Unternehmen geschrieben
GSI is a future-focused company, dedicated to helping you find real financial stability, with a superior level of service. We’re committed to efficient and ethical operations and believe in empowering our people to be proactive, forward-thinking experts that our clients can have absolute trust in. We operate from a goals-based approach to wealth management. The purpose of every investment plan is to grow over time, but ultimately investment growth is always a means to an end. That end might be funding education, securing a dream home, or satisfying some other life goal. ‘The GSI Way’ is our team approach to dealing with superior client service. It is a melting of compliance, regulation and best practise that has been poured deep into the DNA of the business. This means all staff, front line or not, advisory or support, management or trainee performs actions in a manner that is consistent with our beliefs and values; Growth, Security and Integrity. While our understanding of money is second to none, we know the real value comes in our understanding of people. We try our hardest and are largely successful in creating and sustaining an inclusive and open decision-making framework that allows equal voices to all. We’re a humbly ambitious bunch and we constantly motivate our people to further themselves in formal education and develop a passion for past and current social issues. We translate these learnings into proactive services and products for our clients thereby making GSI a continuously evolving environment. We’re continually investing in technologies that help elevate our level of service and give flexibility to our clients. This ensures a variable type of, and constant, opportunities for growth and stimulation, even though we are a small business. Maintaining an engaged and positive work force through means of stress management and work-life balance is paramount to GSI. If it is a quick lunch at the local or a company wide team building event, management of one elf is encouraged and assisted where possible. The cliché, work hard and play hard is very relevant. We believe we can do it better. Not just as an industry, but as an organisation. By opening ourselves up to new people, experiences, knowledge, and opportunities, we see a bright future where GSI is seen in an accessible, positive, and powerful new light. No boastful extravagant claims, or pipe dreams doomed to fail. Just good, honest people backed by the best tech, best environment and best leadership we can find – to give everyone the chance to plan well and live happy.
Kontaktinformationen
1 Churchill Court, Horton’s way, TN16 1BT, Westerham, Vereinigtes Königreich
- 01959 561 500
- enquiries@gsigroup.co.uk
- gsigroup.co.uk
4,5
Hervorragend
158 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
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Das haben sich andere Leute angesehen
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. Februar 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. Februar 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. Februar 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. Februar 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. Februar 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. Februar 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. Februar 2021
Good honest friendly advice
12. Februar 2021
Antwort von 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. Februar 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. Februar 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. Februar 2021
Antwort von 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. Februar 2021
Antwort von 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. Februar 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. Februar 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. Februar 2021
Antwort von 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
Hi Paul I’d like to take this…
Hi Paul I’d like to take this opportunity to thank you for all your help and support over the years, and congratulate you on the successful professional company you have built keep it up.
Regards
Paul Avery
9. Februar 2021
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