GSI Wealth Management Ltd

Independent Financial Adviser  1 Churchill Court, Westerham, Kent, TN16 1BT
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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
Response rating
9.4/10
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FCA authorised
Last authorised 8th March 2021
Meet our advisers
Mr Paul Mitchell
Director
Mr Daniel Mazouz
IFA
Ms Faye Burr
IFA
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
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 8th March 2021

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