GSI Wealth Management Ltd
Plan well! Live happy!
Good financial planning can lead to happy lives – this is what drives us. We help clients enjoy today, with tomorrow taken care of.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Last authorised 21st June 2021
Meet our advisers
Mr Paul Mitchell
Director
What our clients say
Also, we would like to pass on our thanks to the Paul and the rest of the team for managing our investments at this very difficult time. Whilst the markets have obviously fluctuated rather dramatically at times, and will, no doubt, continue to do so, we feel confident that GSI has our best interests at heart and continues to provide us with an excellent service.
Heather Thompson, Surrey, UK
GSI’s work on consolidating my various pension pots into one investment platform has been so welcome and excellent.
Gillian Phillips, Surrey, UK
Your advice has always been measured and easy to understand. We are a ‘small’ investor but we have always received very good service.
Peter & Christine Aves, Yorkshire, UK
Financial security is important to me. I know my investments are in good hands and I value highly the advice I receive.
Stephanie Barter, Hampshire, UK
We have found GSI to be honest, approachable and make it easy to manage our funds.
Clive & Ann Harris, Kent, UK
I very much appreciate Paul’s constructive, detailed advice and upbeat outlook – I always feel better after seeing him!
Frances Follin, Kent, UK
About us
Wealth planned well for a healthy financial future.
For over 20 years we’ve been giving truly independent financial advice that’s easy to understand and difficult to ignore.
Easy to understand. Difficult to ignore.
We’re a friendly, open, and proactive bunch, brought together on the firmly held belief – that financial advice should be easy to understand and accessible for all.
Down to earth and jargon free.
We’re under nobody’s thumb, and our independence means we offer unbiased advice from a broad range of investment opportunities. While our understanding of money is second to none, we know the real value comes in our understanding of people.
Our services
Plan and invest without the stress.
At GSI we specialise in creating personalised plans for investments, estates, pensions and retirement. Helping you make the most of what you have, so you can enjoy the tomorrow you want.
Where to find us
Head office address: 1 Churchill Court, Horton's Way, Westerham, Kent, TN16 1BT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
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
