GS Group

Independent Financial Adviser  G S Financial Services, City of Dundee, DD1 3JA
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FCA authorised
Last authorised 15th August 2022
I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Michael Baxter AdvDipFA Chartered ALIBF
Chartered independent Financial Advisor
About us

My specialism is in retirement advice for those saving for retirement and those approaching retirement.

The earlier you start planning for your retirement the better, I have met with client in their 20s, 30s and 40s, who are beginning to think about what they need to save for their retirement or are questioning whether they are saving enough into their workplace scheme or private pension.

I have also met with clients who arein thier 50s and beyond, that are looking to find out about the options available for income or already have an income but worried if there pension income will be sustainable.

I can forward plan and illustrate what your future could be like and find out if your retirement will be how you expect it to be.

If you choose to call me. You will come straight through to my mobile.

Ask me about my reviews, charges and experience, I am happy to share my reviews with you from existing clients.

Please note - I have an office in Dundee and Perth but most people prefer for me to come to their home.

Our services

Creating retirement plans:

What I do -

1. Understand what options you have at retirement.

2. Help you take income from your pension.

3. Answer if you should combine existing pensions.

4. Explain how to save for retirement tax efficiently.

5. Understand if you are savingenough for retirement.

6. Illustrate if you will be able to maintain your lifestyle in retirement.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.

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

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