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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.

Plan Well, Live Happy.

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.

Estates.

Get peace of mind and take care of your family’s financial future. We help you plan the most effective way to pass on the wealth you’ve worked hard for, with tailor-made succession plans that make the most of all the reliefs and exemptions available.

Estate planning

Pensions & Retirement.

We all have an idea of what we want for our lives when the hard work comes to an end. But planning for retirement can get complicated. Our experts work with you to help define goals and priorities – they’ll design a personalised plan that’ll give you the retired life you want.

Pensions & Retirement.
Investments.

Grow your wealth with an active investment plan designed to match your ambitions, with the flexibility to adapt to change. Be as involved as you want, or leave the day-to-day with us. Either way, we’ll keep you in touch and in control while we help you build your portfolio, and meet your financial goals.

Investments

Why must I pay an advisor to ‘maybe’ move my pension?

Defined benefit / Final Salary transfer schemes were very popular with established companies, and still are today. Unless...

Achievement of Excellence Award – GSI Wills & Trusts

“This is the 9th year in a row that GSI Wills & Trusts has been recognised and a proud moment for us all” said Paul...

How much pension income do you need to live happy in retirement?

According to the Pensions and Lifetime Savings Association, a single pensioner would need a pension income of £10,200 to...

YEARS OF EXPERIENCE

INVESTMENT OPTIONS

(£MILLION) ASSETS UNDER MANAGEMENT

WILLS WRITTEN FOR CLIENTS

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