GS Group

Independent Financial Adviser G S Financial Services, Unit 7A, City Quay, Camperdown Street, City of Dundee, Dundee, DD1 3JA

First meeting at adviser's own cost

Response rating

10/10

19th November 2018

Friendly, unbiased advice on existing and new investments, pensions and protection.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Michael Baxter BA CertPFS DipFA AwTTTC AwPETR MLIBF

Independent Financial Advisor

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

CF5 - Integrated financial planning (CII)

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

CF1 - UK financial services, regulation & ethics (CII)

This exam accesses understanding of the financial services industry including regulation and legislation.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

What our clients say

At all times throughout the process, it was made clear to me this was not a rubber-stamp decision, it needed to be the best option for me in relation to my personal circumstances and my attitude to risk. They were not there, simply to tell me what I wanted to hear but to help me make the best decision. The process may feel lengthy with risk assessment forms, terms of reference, fund performance histories etc but that in my eyes equates to thoroughness.

Graham, Perth

Michael Baxter from GS Group was professional clear and concise with his advice and the plan was put in place with very little trouble. I can definitely recommend the GS group for your insurance needs, customer service and advice is first class.

Carmen, Aberdeen

Where to find us

G S Financial Services, Unit 7A, City Quay, Camperdown Street, City of Dundee, Dundee, DD1 3JA

About us

GS Group is an established company with a long pedigree in financial advice and planning. We have offices in Dundee, Aberdeen, Perth Glasgow and Falkirk.

Mike says,

"I travel all over Scotland helping clients and business owners plan their financial futures."

Please note that your calls will be taken by my staff in Perth and directed to me.

Our services

1. Helping clients find out and decide what to do with previous employer pensions including final salary pensions.
2. Helping clients who are unhappy with returns from savings accounts.
3. Offering a second opinion service on existing investments and pensions.
4. Providing help with inheritance tax planning
5. Reviewing life cover, critical illness and business protection.

Compliance

GS Group is a trading name of George Stubbs Financial Services Ltd and is authorised and regulated by the Financial Conduct Authority (457640). The value of investments can go down as well as up and past performance is no indication of future performance. Full terms of business will be supplied to you at our first meeting. The first meeting is without obligation or cost.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Website

Compliance

Contact options

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