Personalised
wealth management
Wealth Planning
At GSB Wealth, we provide expert advice, specialising in nearly every aspect of financial planning. We understand that each client’s financial journey is unique, and we are dedicated to crafting tailored solutions to meet individual needs and aspirations. Our holistic approach considers all aspects of your financial life to ensure comprehensive and effective management.
Our advisers specialise in retirement and wealth structuring for UK and international professionals, delivering long-term strategies that balance growth with protection.
Our services
Financial planning
Regular access to financial planning, tax advice and investment professionals
Investment planning
We offer a broad range of investment management strategies to ensure you will have a portfolio designed specifically for your needs.
Pension planning
We are specialists in pensions, retirement and estate planning.
Tax-Efficient Wealth Structuring
Structuring your wealth efficiently while coordinating with specialist tax and estate professionals
Cashflow Modelling
We use cashflow forecasting to provide you with peace of mind over future income and outgoings.
Protection
Protect your finances with our leading protection services.
How we help our clients
- Portfolio Reviews: Comprehensive analysis and optimisation of your investment portfolios to enhance performance and minimise costs.
- Investment Allocation Reviews: Assessing and adjusting your investment allocations to maximise returns and reduce risks.
- UK Pension Analysis: In-depth reviews and advice on UK pensions, including both defined benefit and defined contribution schemes.
- Tax Planning: Expert strategies to minimise global tax liabilities and ensure compliance with tax regulations.
- Life Insurance: Providing both personal and corporate life assurance solutions to protect your loved ones and business.
- Cashflow Forecasting and Management: Assisting you in managing cash flow effectively to meet your financial goals.
- Ongoing Management and Review: Continuous monitoring and management of investments to ensure they remain aligned with your objectives.
Why work with our GSB Wealth planning team?
CISI Chartered Firm™
Our advisers uphold the highest standards of integrity and knowledge in financial services
Purpose-Led Approach
As a Certified B Corporation,™, we prioritise responsible investing and sustainable outcomes.
Based in DIFC, Dubai
We operate in one of the world’s leading financial hubs, regulated by the DFSA
The GSB Wealth Planning Team
Stuart Ritchie
Head of Wealth
Craig Holding
Senior Partner
Craig Ritchie
Senior Partner
Mark Bunting
Partner
Mauro De Santis Bo
Senior Partner
Paul Waterman
Senior Partner
Vince Truong
Partner
Yazmin Boden
Senior Partner
Environmental, Social, and good Governance
Responsible investment delivers sustainable returns. Fact.
ESG principles enhance and improve investment returns and real-world results. We know you want your money to do good. So we’ve taken responsibility head-on. From portfolio construction to company engagement, ethical decision-making and responsible investing are critical to survival. And guides everything we believe in, say and do.
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Disclaimer
THIS PAGE DOES NOT CONSTITUTE TAX OR LEGAL ADVICE AND SHOULD NOT BE RELIED UPON AS SUCH.
THE TAX TREATMENT IS DEPENDENT ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN FUTURE. FOR GUIDANCE, SEEK PROFESSIONAL ADVICE.
THE VALUE OF YOUR INVESTMENTS (AND ANY INCOME FROM THEM) CAN GO DOWN.
THE INFORMATION ON THIS WEBSITE IS DIRECTED ONLY AT PERSONS OUTSIDE THE UNITED KINGDOM AND MUST NOT BE ACTED UPON BY PERSONS IN THE UNITED KINGDOM.