Uncompromising
investors.
We only invest
in clearer futures.
Greater
impact
higher
returns.
Purpose-led financial planning and wealth management.
GSB Wealth is here to help you enhance your financial well-being and happiness, allowing you to live life on your terms. We’ll work with you to identify your goals and create a plan to achieve them. Our team specialises in personal wealth management, providing expert advice tailored to your unique financial journey. With a holistic approach, we ensure comprehensive and effective management of all aspects of your financial life, crafting solutions to meet your individual needs and aspirations.
Our services
Investment planning
Personalised investment options that work for you.
Retirement planning
Professional pensions advice from our financial advisers.
Wealth management
A range of wealth & tax management products to suit you.
Cash Flow Modelling
Forecasting future financial inflows and outflows accurately.
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.
The GSB Wealth team advisers
What truly sets us apart?
We're client-centric
Our relationships are unparalleled. We invest as much time as needed to get to know you and understand your needs. Because we believe we can only help you achieve your financial goals by fostering a long-term relationship with you.
We're unbiased
We're committed
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 AS WELL AS UP, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE.
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.