Easy to understand. Difficult to ignore.
We’re a friendly, open, and proactive bunch, brought together on the firmly held belief – that financial advice should be easy to understand and accessible for all.
Down to earth
and jargon free.
We’re under nobody’s thumb, and our independence means we offer unbiased advice from a broad range of investment opportunities. While our understanding of money is second to none, we know the real value comes in our understanding of people.
Founder & Director
Director & Accounts
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.
Overseeing the day-to-day business affairs of GSI and managing the strategy behind its growth plans, Mark boosts the management team with years of general business management skills including product development, sales & marketing aptitude, operational know-how and project management skills. With a raft of international work experience, he has developed a strong interest in history and its socio-economic effect on countries and communities. Along with his wife, Mark enjoys spending time in the country with his four Labradors.
Consultant Financial Advisor
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.
Faye loves to pass on her extensive knowledge to educate people on a better outcome. She has worked within the financial services industry for over 30 years both in the UK and the United States. When the opportunity arose to join a successful IFA practice, Faye left Intelligent Pensions and joined GSI Ltd in June 2001. She has a wealth of knowledge to help and advise clients with their Pension, Estate Planning and Investments. She is married with four children and three grandchildren which takes up all her free time.
Owain has been working in the Wealth Management industry for nearly a decade, advising a range of private clients, families and businesses. Owain began his career at St. James’s Place Wealth Management where he was able to gain valuable experience of dealing with a wide variety of client scenarios; from savings & investments to complex Trust & IHT planning.
Owain thrives in the most complex of client situations and uses his experience to distil multiple – and sometimes conflicting – objectives into clear, concise and flexible financial plans for his clients.
Outside of work, when not studying for his Chartered Financial Planner exams, Owain is a keen Game Shooter and enjoys watching Rugby – although this is now limited to the side lines!
Chief Investment Officer
Financial Planning Administrator
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.
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!).
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.
Financial Planning Administrator
Financial Planning Administrator
Nothing is too much trouble for Toni, she loves to help people. Toni started at GSI as a Client Support Specialist finding that she enjoyed the client facing role and has moved over to being a Relationship Manager, organising the GSI seminars. She also spends her time ensuring a smooth transition from the Discovery Meeting process through to Implementation. Sharing client meetings to assist Advisers and dealing with any queries that you may have. In her free time Toni loves to travel with her partner Richard and lovely stepsons.
Kacey has worked in customer facing roles for the last 5 years, with a passion for providing the best customer service and experience. She has enjoyed working in finance for the past 3 years and is really keen to grow her knowledge and gain greater experience within the industry. In Kaycey’s spare time she loves spending time with family and friends, and horse-riding with her sister and niece.
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.
Peter joined GSI in 2021 – keen to learn the ropes and develop his knowledge and skills to become a successful Paraplanner. With extensive experience in client communication, Peter is happy to assist advisers and clients in reaching their financial goals. In his free time Peter loves nothing more than spending time with family and friends.
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.
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