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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

Even the wealthy can get free care – so why does no one know about it?

Everyone knows that care costs a lot of money, and I mean a lot. But almost no one knows that, in the right...

Financial planning for children: what are the options?

A common concern for parents will be the question of how to save for their children in a tax-efficient manner. Whether it...

GSI continues growth with Surrey office and new advisor

Our growth journey is only just beginning, and you can rest assured that you, and your goals and needs are at the...

YEARS OF EXPERIENCE

INVESTMENT OPTIONS

(£MILLION) ASSETS UNDER MANAGEMENT

WILLS WRITTEN FOR CLIENTS

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