Gateway Investment Services Limited

Independent Financial Adviser 1 Clifton Street, West Midlands, Stourbridge, DY8 3XR
FCA verified
19th November 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
John Rands
Pensions Specialist
Where to find us

1 Clifton Street, West Midlands, Stourbridge, DY8 3XR

About us

Gateway Investment Services Limited are a Midlands based advisory firm, with clients throughout the UK. It was formed when two separate businesses merged their resources. Our Directors and Advisers have all worked in Legal and/or Financial Services for more than 30 years. With this experience, we assist Individuals, Families and Businesses alike. Although not exclusively, we concentrate mainly on the 'Age 50 Plus' category. Many of our existing Clients are Professionals or Company Directors, in this age group, and have 'grown up' with us. This loyalty has been born out of trust, reliability and care. We work together with our clients as a team and aim to build real beneficial relationships over time. Our service proposition offers a fully unbiased investment advice service. We also hold the status of 'pensions specialist', through qualification. This means we are one of the few firms able to offer advice to those with occupational pension schemes. Please see our website . Combined with our 'Home Visit Legal Services', we can ensure that you have tax efficient Wills, Asset Protection, IHT and Estate Planning strategies in place. Why not contact us for an initial, no obligation, hour long exploratory meeting at our expense.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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