Having spent 35 years in the pensions software industry, I think I know a thing or two about pensions, but GSI and in particular Mario keeps us well informed of all our options and choices. The suppor... Zobacz więcej
Reakcja na opinię
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Having spent 35 years in the pensions software industry, I think I know a thing or two about pensions, but GSI and in particular Mario keeps us well informed of all our options and choices. The suppor... Zobacz więcej
Reakcja na opinię
A really useful & productive Zoom Meeting with Andy & Ash. Wishing Andy a happy retirement, & we feel comfortable that Ash will be our advisor going forward. A slight hiccup when Jane's advisor fee ta... Zobacz więcej
GSI Wealth Management have been our financial advisors for the past 20 years. Faye Burr and her team are there for us when we need advice. Although their office is in Westerham and we live on the coa... Zobacz więcej
First Financial Review Meeting. This was our first face-to-face meeting after GSI Wealth Management had become our financial advisers. We were welcomed in a courteous and friendly manner. The meeting... Zobacz więcej
Reakcja na opinię
GSI Wealth Management is a financial planning firm with offices in Westerham, Kent and Camberley, Surrey. We help individuals and families make good decisions about their money, so that each generation is better placed than the one before. We advise on retirement and pensions, investments, passing wealth on, and planning for business owners. We work with people approaching or in retirement, families thinking about the next generation, and business owners whose personal and business finances are closely tied together. We meet in our offices, by video or at a place that suits you. You have a named adviser, and our charges are published on our website so you can see them before you get in touch. Clients can follow their plans and message us securely through the MyGSI app. GSI Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN 460572). We invite our clients to review us, whatever they have to say. We read every review, reply to them, and pass comments on to the people involved.
Unit 1, Churchill Court, Hortons Way, TN16 1BT, Westerham, Zjednoczone Królestwo
Zaprasza klientów do wystawiania recenzji
Ta firma zaprasza swoich klientów do recenzowania niezależnie czy to dobre, czy złe recenzje
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
My Advisor, Colin, takes great care to understand my situation and does not always agree with my thinking suggesting a better way etc.
I feel that I am in good hands being that I trust the information being given.

Odpowiedź od GSI Wealth Management Ltd
Transfer process from our old IFA was fairly stress-free, albeit lengthy. Now we are “in” and the relationship is settling down, they seem to be getting on with their job and doing it well. Only time will tell (hence 4*)!

Odpowiedź od GSI Wealth Management Ltd
My experience was as I had expected it to be; which was reassuring and appropriate.

Odpowiedź od GSI Wealth Management Ltd
We had a good meeting, it was friendly but also businesslike .
All our questions were addressed and an excellent follow up report.

Odpowiedź od GSI Wealth Management Ltd
Having now been with GSi for over a year, the understanding between the team and us as clients has reached greater understanding. Like anything it takes a while to reach a trust and understanding for the business relationship to grow. Plus, with more regulation, comes more paperwork, and it's very often us as clients a confusing and long winded way forward that has become the norm, and it's "that" understanding that can become frustrating at times.

Odpowiedź od GSI Wealth Management Ltd
I have found GSI management must helpful. I do not know enough about the markets to be able to invest wisely, especially as they are prone to so much fluctuation due to happenings around the world. It’s good to have experts who have a wealth of experience in their field.
Always very friendly and knowledgeable

Odpowiedź od GSI Wealth Management Ltd
Expert and friendly consultant who understands my needs and tailors products and action to meet them.i can trust his advice

Odpowiedź od GSI Wealth Management Ltd
I found myself in what could have been an embarrassing situation but with the help of the staff at GSI the problem was overcome.

Odpowiedź od GSI Wealth Management Ltd
Their financial advice has been very useful. They’ve also always responded quickly to any queries I’ve had .

Odpowiedź od GSI Wealth Management Ltd
No spoken / adviser guidance on access to apps. We have no spoken for years.

Odpowiedź od GSI Wealth Management Ltd
The team was professional and knowledgeable. Receptive to our needs. Gave us useful advice regarding our finances. Were confident and reassuring despite turbulent times and uncertainties at present

Odpowiedź od GSI Wealth Management Ltd
We have dealt with GSI for over 10 years and find them to be reliable and trustworthy.
Rita and Noshir Khambatta

Odpowiedź od GSI Wealth Management Ltd
GSI keep in contact via email and the portal but rarely face to face like we had with our previous financial adviser

Odpowiedź od GSI Wealth Management Ltd
Responded quickly and sympathetically to address the issue I raised. Check the problem was resolved and explained what had happened and why.

Odpowiedź od GSI Wealth Management Ltd
The information provided regarding my drawdown was detailed and thorough. My advisor, along with the office staff, kept me well-informed throughout every stage of the process. I feel confident that my financial matters are in capable hands with GSI.

Odpowiedź od GSI Wealth Management Ltd

Odpowiedź od GSI Wealth Management Ltd
Mario was very pleasant and helpful and had done his homework. I found the session useful and reassuring. It's not 5 stars because (I rarely give five stars) there was some technical content I found difficult to follow and the screen was not always easy to read. I will bring my distance glasses next time.

Odpowiedź od GSI Wealth Management Ltd

Odpowiedź od GSI Wealth Management Ltd
GSI from the first day about 14 years ago when my late husband and I attended a seminar to the present day GSI have always been there for us and my family. The company give enormous
valuable advice and help with all aspects of Wealth management.

Odpowiedź od GSI Wealth Management Ltd
Having been recommended to GSI by a friend. I have been extremely impressed by the response. Mario and the team of attentive ladies have been professional, prompt, welcoming and very knowledgeable. Given that I don’t have the time or experience to invest in my inheritance, im extremely pleased that GSI will support me every step of the way. Big thank you to you all. Kevin Mills.

Odpowiedź od GSI Wealth Management Ltd
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.
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Weryfikacja może pomóc zapewnić, że recenzje, które czytasz na Trustpilot są napisane przez prawdziwych ludzi.
Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.