Gsi Wealth Management
PWLH - Plan Well. Live Happy. At GSI, we are more than a wealth management firm – we are your dedicated partner in achieving real financial stability with integrity at our core. Our approach is future-focused, guiding clients through a wealth-building journey that blends appropriate financial reward with unwavering ethical standards. Specializing in a goals-based methodology, we offer holistic wealth management solutions across four key pillars: Pensions & Retirement Planning, Savings & Investments, Protection, and Estate Planning. Our advice is tailored, professional, and driven by a strong commitment to ethical practices, consistently benchmarked to ensure the highest standards are maintained. What truly sets us apart is The GSI Way – a distinctive blend of advice, compliance, consumer duty, and management woven into the DNA of our team. We foster a culture of learning, self-improvement, and internal accountability, ensuring that all our team members uphold the values and integrity that define us. As a firm, we are actively shaping the future through strategic acquisitions, succession planning, and a deep commitment to ESG (Environmental, Social, and Governance) practices. Diversity and inclusion are at the forefront of our mission – not as buzzwords, but as a vital force for positive change within our firm and the broader world. At GSI, we’re not just focused on making stakeholders better people and entities. We’re also working to create a better world. This is the essence of who we are and what we strive for. Let’s build a sustainable, successful future together.
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Verified contacts
11
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
15
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- CC
Colin Chalker
Independent Wealth Manager · Finance & Accounting
EmailPhone - PM
Paul Mitchell
Director · General Business & Management
EmailPhone - JB
Joanne Barber
Team Leader · Operations
EmailPhone - MW
Mario Waschefort
Wealth Management Advisor · Finance & Accounting
EmailPhone - KR
Kaycey Robinson
Administrator · Operations
EmailPhone - PW
Peter Warber
Junior Paraplanner · Finance & Accounting
EmailPhone - PM
Piers Mitchell
Solutions Analyst · General Business & Management
EmailPhone - TC
Thelma Cole
Administrative Assistant · General Business & Management
EmailPhone - TO
Tom Ogorman
Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Gsi Wealth Management
11 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1administrator
- 1client services administrator
- 1client services and sales support executive
- 1director
- 1independent financial adviser
- 1independent wealth manager
- 1junior paraplanner
- 1solutions analyst
- 1team leader
- +1more titles
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