Clear advice. Personal service. Long-term thinking.

The Principal Director of GSI having worked in the industry for over 30 years established the business when he realised that he was unable to provide clients the exceptional experience that he wanted them to receive. Paul loves to bring new ideas to the table, building the business and seeing everyone shine makes his day. Paul also works as an Adviser, bringing his valuable knowledge to each client. He speaks at our public education seminars enabling him to meet and educate new people and is regularly asked to speak at conferences for other businesses around the UK.

Janine’s quiet unassuming nature is a blessing to GSI and Paul. A Director of GSI alongside her husband Paul, Janine looks after all the accounts ensuring that everything runs smoothly on the bookkeeping side. In her free time Janine loves to play tennis when their five children’s needs allow her the time.

Mark is Chief Executive Officer of GSI and M&M Asset Management, leading the day-to-day running of the business and overseeing the strategy behind its long-term growth. He is responsible for ensuring the firm operates smoothly, responsibly and in clients’ best interests, whether through proposition development, careful expansion or maintaining high standards of governance.

He brings a broad commercial background spanning product development, marketing, operations and project delivery, largely within regulated, service-based organisations. He holds an international MBA, a degree in Classics and Modern Languages, and an Investment Management qualification, combining strategic thinking with a strong appreciation of detail and risk.

Mark has a particular interest in history and economics, especially how decisions play out over time — an outlook that naturally informs his approach to long-term financial planning. Outside work, he spends as much time as possible in the countryside with his wife and their two Labradors, where life is simpler, muddier and refreshingly free of spreadsheets.

Catherine has extensive international and UK financial planning experience. Catherine started her career over 12 years ago in banking before making the move over to wealth management 6 years ago. Today she is a qualified Financial Planner and Pension transfer specialist on route to achieving Charted status.

In her spare time, Catherine enjoys keeping fit, either at the gym or in wild green spaces and has a keen interest in Team GB athletics and badminton in particular.

Andrew has worked in the financial services industry for over 23 years and is a Chartered Member of the Chartered Institute for Securities & Investments (CISI). He has gained significant experience working alongside investment management companies. He has developed & managed the investment process for many advisory companies throughout his career. Previously he worked for Multi-Managers and independent advisers gaining a broad and in depth knowledge of both markets and portfolio construction.

With over a decade of experience across the financial services industries in South Africa and the UK, Mario plays a key role at GSI, specialising in estate planning and Inheritance Tax strategies. He works closely with individuals and business owners alike, helping them make clear, confident decisions about their financial legacies.

Mario has a rare talent for making the complex feel simple. Whether he’s guiding a family through estate structuring or supporting a business on long-term planning, his calm, practical approach helps clients cut through the noise and focus on what really matters.

Outside the office, Mario enjoys staying active—whether that’s a round of golf, time at the gym, or simply making the most of precious moments with his family.

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Colin has over thirty years’ experience advising clients on pension and investment planning as well as protection for the individual and family. His particular interest is in assisting clients to plan for their retirement and helping them along the journey to an enjoyable retirement with the aim of removing the worry over running out of money as the years go by. His aim is to help clients realise retirement planning is not solely down to the financial aspects but a continuing work in progress to achieve their objectives and ambitions. His primary concern is that clients are not daunted by the prospect of retirement, allaying any fears to embrace it as the next stage of their lives.

Away from the office Colin enjoys watching sport, especially his son playing rugby for the local club, walking and is an avid reader.

Tom is a Financial Planner with broad experience across the financial planning profession. Before moving into his current role, Tom developed a strong technical grounding as a paraplanner, supporting advisers in both large organisations and smaller, client-focused firms. He holds the Diploma in Regulated Financial Planning and is working towards achieving Chartered status, demonstrating his commitment to high standards and ongoing professional development.

Tom’s planning style is centred on the bigger picture. He has a particular interest in cashflow planning and uses it to help clients understand how their financial decisions interact over time—balancing goals, priorities, and potential risks. Rather than focusing solely on products, Tom places emphasis on building practical, coherent strategies that support lifestyle objectives, financial resilience, and long-term confidence.

He works closely with clients to clarify what matters most, translate complex issues into clear actions, and implement recommendations in a structured and transparent way.

Over the years, Tom has built strong working relationships with a wide range of providers, enabling effective collaboration and smoother implementation of client plans.

Outside of the office, Tom enjoys travelling and playing football. He also helps run a small charity supporting children in Ghana and Malawi.

Kaycey brings over eight years of experience in customer-facing roles, where her enthusiasm for delivering exceptional service and creating positive client experiences has consistently stood out. Over the past five years, she has developed a strong interest in the finance industry and is eager to continue expanding her knowledge and expertise within the field.

Outside of her professional life, Kaycey enjoys spending quality time with family and friends, particularly horse riding with her sister and niece. She also has a love for dancing and often finds joy in the vibrant atmosphere of live music events and festivals. Kaycey brings this same energy and passion into everything she does—both in and out of the workplace.

Joanne has worked in financial services since 2004 and joined the GSI team in 2021 as an Administrator Specialist. Becoming a vital port of call for both clients and providers, Joanne works across all aspects of the business. A busy mum of two girls, in her spare time she can be found baking and spending time with her family.

Thelma has enjoyed working in the financial industry for over 15 years, growing her experience through a variety of positions – from client-facing roles in banks such as Barclays, to building societies like Nationwide and Abbey National.

Thelma joins GSI from Fidelity, where she worked in the complaints department before switching to the operations team – taking on a variety of tasks including the dematerialisation of share certificates. She has two grown-up children and likes to keep fit by pretty much any means – from gardening and walking, to going to the gym, and her absolute passion – Ceroc dancing (the fastest growing dance phenomenon in the country check it out!).

Leo has worked in financial services for over 8 years, supporting a range of advice firms across London – from large international businesses to boutique wealth managers. He is a Chartered Financial Planner and holds the Advanced Diploma in Regulated Financial Planning, reflecting a strong technical foundation and commitment to professional excellence. Leo now applies this expertise to deliver high-quality analytical and planning support at GSI.

Leo’s strengths lie in translating complex technical detail into clear, relevant, and personalised client communications. Whether preparing detailed reports, modelling retirement strategies, or supporting advisers with nuanced planning scenarios, he focuses on making financial planning clear and meaningful. His approach combines precision with a warm, client-centred communication style, ensuring recommendations are both robust and easy to understand.

Based in Kent, Leo enjoys exploring the local countryside, often out on early-morning runs, and values spending quality time with his family. He also makes regular trips into London to catch up with friends over a few drinks.

Piers’ interest and skills in IT are fantastic for the less technically minded of us at GSI. He is full of ideas which contribute greatly to the Client Support Team. Piers is always keen to assist clients and Advisers with his growing knowledge of pensions and investments. In his free time you will find him focusing on his fitness at the gym or on the football pitch.