taken care of.
Future-proofing your finances can seem like a daunting task. That’s where we come in. Every day we help clients make the most of their money. Our expertise means you get to relax, spend less time on finance, and more on what’s important.
How can we help you live happy?
Our services aren’t just about your financial future, they’re about your life right now too. Our plans create confidence and give you the freedom to live life. With the ability to tailor our services to meet your exact needs, we take the stress of getting everything in order off your hands.
You’ve worked hard for what you have. We help you protect it.
Life’s busy enough without having to labour over how to mitigate the impact of inheritance tax, deciphering how best to preserve your estate. But truth is, some careful planning can save families hundreds of thousands of pounds down the line.
Estate planning isn’t just about passing on money when you die – it’s about enjoying life now and having enough to live well on. We can show you how much money you’ll need and help you pass on assets in the most effective way.
We sweat the small stuff for you
Our approach breaks it all down, it’s rigorous but sensitive too: after all we’ll be talking life, death, and all the relationship stuff that comes in between. But the process will be a whole lot less stressful than you might think.
We help define precisely what your estate consists of and where you want it to go. Our experts reduce all potential barriers that could get in the way of maximising what it’s worth. We leave no detail ignored – so you can get on with enjoying life. We’re thorough – making sure we get all of the details so we can best navigate you through the options.
Pensions & Retirement.
Plan for the life you want after you finish working. Tomorrow taken care of.
Work to live
Pension funds get their fair share of bad press. But the fact is, the tax relief a good pension offers is unrivalled by other kinds of saving.
We want you to live life well, and enjoy your money now. Saving for retirement can seem at odds with that, it’s often the biggest financial challenge – but it needn’t mean missing out.
So that you can get on with what really matters in life, we keep pension planning simple. We do all the leg work, finding the right options to make the most of your wealth for you.
Time for what counts
It’s easy to get caught up in the here and now. Even with older children, family life can take time as well as money. And that’s exactly how it should be. Our aim is to give you more moments to relax, taking comfort that everything’s being taken care of.
Our work together kicks off with a chat about what you want your retirement to look like. Then we set about getting your pension pot in sync. Even small tweaks to what you currently have can make a big difference to what you’re left to play with.
Grow your wealth. Plan and invest without the stress.
We’re humans, not robots
Our financial expertise is second to none. But the real value comes in our understanding of people. We start by getting an idea of your lifestyle now, then we make possible the plans for the future you want.
Whether you’re just starting your investment journey, looking to preserve returns you’ve built up already, or are after a solution to support your retirement, we’re here to help you achieve these financial aims.
What you invest in is as much about you as it is the markets: your family and work situation, your risk appetite, and the level you want to be involved with the day to day running of your investments.
Wealth planned well
You’ll have full peace of mind that we’re covering all the issues relevant to maximising opportunities, and we always make sure we’re transparent on any costs too.
At GSI there’s no one-size-fits-all investment strategy. We review individual circumstances, and advise on the exact spread of funds for the absolute perfect fit.
We actively manage investments, and part of this means regularly keeping in touch. Goals can change from time to time, just as markets do – so it’s a priority to us that we touch base regularly.
Wills & Trusts.
Our team have huge experience in dealing with all aspects of wills, trusts, and lasting powers of attorney – making sure that your wishes are met, the people and causes most important to you are supported, and future inheritance tax liabilities are kept to a minimum.
Let’s plan your financial future.
Count on us to make the most of your money. Get in touch to see how we can help.
Speak to a human,
not a robot.
Got a question or want to know a little more? If one of the team isn’t online at the time, they’ll pick up your message as soon as they are.