How We Work

We are proud to offer truly independent financial advice from the whole of the market, rather than being tied to certain companies, sectors and funds. This means your hard earned investments are given the best opportunity to perform to their highest potential.

At GSI we use our four step process which is designed to build confidence for you as well as build a long term relationship.

  • Step 1 – Your Discovery Meeting

    The Discovery meeting is designed to give you the opportunity to discuss your current situation, your worries and concerns as well as the goals you want to achieve.  We are there to listen, provide input and advice in order to help you make the right decisions.

  • Step 2 – Research & Recommendations

    Following your Discovery Meeting, we will carry out an in-depth research based on our discussions in your Discovery Meeting. We will provide you with the personalised recommendations following our research.

  • Step 3 – Your Planning Meeting

    Having received your personalised recommendations, your planning meeting provides you with the opportunity to ask any questions you may have.

  • Step 4 – Where recommendations are implemented

    Once you are happy, this part of the process is when the recommendations are implemented. We will case manage implementations of the tailored planning for you.

We then ensure that the whole exercise runs smoothly to completion.

  • Going Forward

    We will continue to actively monitor your plans, notifying you of any required changes in advance.


GSI Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under reference 460572 and a Limited Liability Company, registered in England under reference 05884747

GSI Wills and Trusts LLP is not a regulated company

Contact Details

GSI Wealth Management Ltd
1 Churchill Court
Horton’s way
TN16 1BT

Telephone: 01959 561 500
Fax: 01959 562 570
Email: Click here

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