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.

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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

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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

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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

A Company with employees you can trust

I have always found Paul and his team to be Friendly, Welcoming, Professional and completely Trustworthy - A fine company to deal with.

27 mars 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear Mr Nash,

Thank you for the kind words, it really is appreciated, it has been a pleasure working with you for so long.

Kind Regards,

Paul and The GSI Team

Betygsatt 5 av 5 stjärnor

Great contact and context.

Great contact and context.

Personal service with frequent contact

14 november 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear Peter,

Thank you very much for the message. You are newcomers to GSI and its been a pleasure working with you. May we help you in a similar (and better) manner for many years to come.

Kind Regards,

Tom and The GSI Team

Betygsatt 5 av 5 stjärnor

The personal touch is most appreciated…

The personal touch is most appreciated seeing advisors face to face gives confidence and better understanding for both sides.

7 november 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Thank you very much, very kind words. As a company, we do try to ensure complete understanding in all of our activities, so it is gratifying and appreciated when picked up.

Kind Regards,

Colin and the GSI Team

Betygsatt 1 av 5 stjärnor

Wanted to use their financial services…

Wanted to use their financial services based on family recommendation. Initial in person meeting was good, followed up some months later (down to my circumstances changing), to which I was then referred to a different handler who said to leave my situation in their hands, offered complimentary assessments as part of the service given wealth management in the family and future investment prospect, said starting the process would take some time so would be in touch after a month or so. I left it 2 months and heard nothing. Then followed up and the handler had done no work, assumed that he was waiting to hear from me?! The instruction was clear, I was assured all was in hand. Anyway, after missing out on months of gains, the conversation was picked back up, retracting the offer of complimentary assessments, and basically told me to conduct the work on withdrawing bonds myself and get back in touch when I have the cash to invest.

Seemed to know what he was talking about, but was lazy. I wanted an advisor who would work with me through the rough and smooth, not just pick up the ‘perfect’ case.

I asked outright if I’m not their sort of customer, because it’s fine if not! I’d rather just be told that rather than be strung along for months, but he assured I was. Not the impression I got at all.

2 november 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear L.E.

It goes without saying that this is a disappointing read and not characteristic of our business ethics or the levels of service we strive to provide.

I can see there were lengthy ties in your interaction with us, not necessarily of your own fault and for that I apologise, it is part of a process we have changed in recent weeks and will hopefully be fully operational by Feb 1 next year.

That said, it is not a policy of our business to change the way we work (or charge) as you suggest above, and it certainly isn’t part of our business operations to inform clients (potential or current) that they must perform work themselves. There are times when that is suggested, normally as an execution only instruction would be more beneficial or for time and/or cost efficiencies on the client side.

We cannot determine if that is the case here, or if the adviser is ‘lazy’, as the related parties to this are away until next year. We will continue this investigation though and inform you privately.

In the meantime, should you wish to work with us, and we understand any desire not to, we would be happy to connect you to another planner and have them guide you.

Kind Regards,

The GSI Team

Betygsatt 5 av 5 stjärnor

Very happy …

Excellent and informative advice.Very happy with the service.

17 oktober 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Thank you very much, pleased to be of service.

Kind Regards

Tom & The GSI Team

Betygsatt 5 av 5 stjärnor

We have confidence in the advice we are…

We have confidence in the advice we are given by GSI

20 oktober 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Thank you for your kind words, we do work hard and try our best to stay at the cutting edge of the Financial Services industry, we are pleased to be of service.

Kind Regards,

Mario & Team GSI

Betygsatt 5 av 5 stjärnor

Very helpful even though they couldn’t help themselves

I asked for some advice which they were unable to give me but I was very pleased they could give me a good tip for an alternative provider.

28 september 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Thank you for your kind words, we appreciate them, its important that we acknowledge our limitations and am pleased that you see the value in that.

Kind Regards

Mario and the GSI Team

Betygsatt 5 av 5 stjärnor

A very Professional Company

A very Professional Company with well informed staff and excellent Client services.

29 september 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Thank you very much, kind words. We do try hard and consistently try to improve through training and change, validation is welcome.

Kind Regards,

Mario and the GSI Team

Betygsatt 3 av 5 stjärnor

In general I am happy with the service…

In general I am happy with the service from GSI however I have ranked only 3 stars here because a recent withdrawal took 24 days from request to funds arriving. This is too long in my opinion when the stated time is between 10 and 15 days.

25 september 2023
Logotyp för GSI Wealth Management Ltd

Svar från GSI Wealth Management Ltd

Dear Paul,

Thank you for your comments, this falls below our normal levels of service and have made internal adjustments and are busy with external changes that will directly address your concern.

Thank you for being a loyal and longstanding client, I hope the changes we are making become visible soon enough.

Kind Regards,

Mario and the Team at GSI

Betygsatt 5 av 5 stjärnor

A really friendly team

A really friendly team, giving clear and detailed assistance, ready to explain and help - nothing it too much trouble.
They instill trust and confidence.

26 september 2021
Betygsatt 4 av 5 stjärnor

We were seen by Mr.Little

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 attorney and our wealth was managed to our satisfaction,as were the trusts that he created on behalf of our children to be the beneficiaries of gifts in the most efficient manner.

24 september 2021
Betygsatt 5 av 5 stjärnor

Always responsive to situations…

Always responsive to situations responding to questions ASAP and will always willing give good advice on various financial issues.
We would recommend their services without any hesitation.

24 september 2021

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