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  11. GSI Wealth Managment Ltd

GSI Wealth Managment Ltd

Independent Financial Adviser  1 Churchill Court, Westerham, Kent, TN16 1BT
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FCA authorised
Last authorised 3rd May 2021
GSI Wealth Management Ltd's purpose is to help our clients understand, protect and increase their assets.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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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
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
MR Paul Mitchell
Director
About us

GSI has operated in its’ current form for more than ten years, providing high-quality advice and helping many individuals meet their financial goals. Our offices are located in Westerham in Kent and our clients can be found across the country.

GSI is independent, meaning that our relationship is with our client and only our client. We believe this allows us to work in our clients’ best interests, and we also believe this is key to building a strong, lasting relationship with our clients

Our services

We believe in providing excellent service and building long-term relationships with our clients. This underpins everything about us, and we work hard to ensure that expectations are met.
You should expect Integrity, Honesty and Professionalism from any financial adviser. We believe these qualities are an essential foundation in forming a long-term trusting relationship with our clients in helping to look after their money and assets.

Preferred clients
Minimum wealth (income/assets)
£100,000
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

1 Churchill Court, Hortons Way, Westerham, Kent, TN16 1BT

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