GSI Wealth Management Ltd Omdömen 

158
•
TrustScore 4.5 av 5

4,5

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Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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.

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 4 av 5 stjärnor

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... Se mer

Betygsatt 3 av 5 stjärnor

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... Se mer

Företagsinformation

  1. Finansiell planerare
  2. också i
  3. Ekonomisk rådgivning
  4. Investeringsbolag
  5. Investeringstjänst
  6. Jurist – egendomsrätt
  7. Pensionsfond

Skrivet av företaget

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.


Kontaktuppgifter

4,5

Utmärkt

TrustScore 4.5 av 5

158 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ber kunder att lämna omdömen

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4,5

Alla omdömen

(158)

27 omdömen under de senaste 12 månaderna

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Betygsatt 5 av 5 stjärnor

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
Betygsatt 5 av 5 stjärnor

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 mars 2024
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 1 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

So friendly and easy to talk to

So friendly and easy to talk to, and explained things that we could understand

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 4 av 5 stjärnor

Very good experience so far

Very good experience so far, just need to world markets to start performing😁😊

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 3 av 5 stjärnor

Slow process

It took a long time to get my money!

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

good service

They are helpful and very professional.

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear customer,

Thank you for your kind words, its much appreciated.

Kind Regards,

Colin and The GSI Team

Betygsatt 5 av 5 stjärnor

A bit like a sports referee

A bit like a sports referee, if you dont notice them they are doing ok.

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 3 av 5 stjärnor

The performance of abrdn is the main…

The performance of abrdn is the main reason for the somewhat poor review

7 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 2 av 5 stjärnor

More seminars

More seminars, (online to reduce costs) with regards new tax legislation, changing factors etc.

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear Greig,

Thank you for your kind words, much appreciated.

Kind Regards,

Mario and The GSI Team

Betygsatt 4 av 5 stjärnor

Thanks

Not losing money in monetary terms

31 januari 2024
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 1 av 5 stjärnor

Not heard from them since first…

Not heard from them since first introduction. No help provided with technical issue.

20 december 2023
Logotyp för GSI Wealth Management Ltd

Svar från 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

Betygsatt 5 av 5 stjärnor

First Financial Review Meeting.

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 was conducted in such a way that we both felt comfortable and at ease. The information and advice given was clear and relevant. We were listened to and given every opportunity to voice our questions, concerns and future plans. All communication, phone and email has been helpful. We trust GSI.

18 januari 2024
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear Mr King,

Very kind words, we are pleased to see our constant drive to improve ourselves seems to pay off.

Thank you very much,

Tom and the GSI Team

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