How We Work

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

Your hard earned savings are important to you & therefore it is important that they have the best opportunity to perform at their highest potential. We work with people who require truly independent financial advice. This means your hard earned investments are given the best opportunity to perform to their highest potential.

  • Your Discovery Meeting

  • Research & Recommendations

  • Your Planning Meeting

  • Where recommendations are implemented

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.

Who We Are

GSI Wealth Management has been providing independent financial advice to people since 2003. We have a team of expert advisers with over 100 years of experience between them looking after you along with our support teams.

Find out more about the team by scrolling down.

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Paul Mitchell

DipPFS
Director

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Faye Burr

BSc DipPFS
Executive Financial Adviser

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Daniel Mazouz

DipPFS
Senior Financial Adviser

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Andrew Little

Chartered MCSI
Senior Financial Adviser

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Karen Foskett

Practice Manager

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Janine Mitchell

BSc Hons
Director & Accounts

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Suzanne Napleton

Seminar Coordinator

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Sarah Cope

Client Team Coordinator & Relationship Manager

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Toni Davies

Client Relationship Manager

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Piers Mitchell

Client Support Specialist

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Danielle Greenfield

Client Support Specialist

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Ashley Savage

Client Relationship Manager & Paraplanner

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Daryl McAra

Paraplanner

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Ian Stevenson

Report Writer

Disclaimer

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

Kent Office – Correspondence Address
1 Churchill Court
Horton’s way, Westerham
Kent. TN16 1BT
Telephone: 01959 561 500

Southampton Office
Threefield House
Threefield Lane, Southampton
Hants. SO14 3LP
Telephone: 02382 026293

Email: Click here

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