Here for you, your family & your business.
At PSG Wealth Management Ltd, we are dedicated to fostering long-term, trusted relationships with our clients and their loved ones. Our philosophy is to provide peace of mind to you and your family by offering expert advice and a wide range of services to build, grow, protect, and preserve your wealth.
Planning for a Secure Future
Deciding on the right financial plan for you, your family, or your business is one of the most important choices you will make. At PSG Wealth Management Ltd, we work alongside you to make those decisions, taking into account the ever-changing landscape of legislation and tax law. Regularly reviewing your financial situation is crucial, especially when there are changes in your circumstances such as starting a family, moving home, receiving an inheritance, or retiring. Our commitment to our clients is to provide a face-to-face review at least annually and tailor a plan that suits your unique needs.
Supported by St. James's Place
PSG Wealth Management Ltd is proud to be a Senior Partner Practice of the esteemed St. James's Place Wealth Management. This partnership provides us with access to the experience and expertise of their investment management approach. The SJP investment committee is free to choose from any investment manager from any fund management firm in the world. By selecting a number of leading managers and firms, they are able to offer our clients the potential of achieving superior investment performance over the medium to long term. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Our Services
Our team at PSG Wealth Management Ltd is dedicated to providing you with personalised and high-quality advice on many aspects of wealth management. We specialise in working with you to help you achieve your financial goals and do not provide 'off-the-shelf' solutions. We pride ourselves on putting our clients at the heart of everything we do.
The range of services we offer includes, but is not limited to:
- Investment planning
- Retirement planning
- Inheritance tax planning
- Estate planning
- Protection planning
Meet the Team
Our team is dedicated to providing personalised and high-quality advice on many aspects of wealth management. We specialise in working with you to help you achieve your financial goals and do not provide 'off-the-shelf' solutions. We pride ourselves on putting our clients at the heart of everything we do.
Paul Gilsenan - Senior Partner
Paul is the founder of PSG Wealth Management Ltd and has over 20 years of experience in financial services. He is committed to providing face-to-face reviews for his clients at least annually, tailoring a plan to suit each client's unique needs.
Our Partnership with St. James's Place
PSG Wealth Management Ltd is part of St. James's Place Wealth Management's network of financial advisers, also known as the Partnership. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place. The benefits of working with us and, by extension, St. James's Place include:
- One-to-one financial advice
- Access to St. James's Place's range of products and services
- The backing and support of a leading UK financial advice company
Summary of Reviews
General Overview
The reviews provided have a generally negative tone, with clients expressing dissatisfaction with the services offered by PSG SIPP. However, one positive review has been noted, which will be discussed later.
Communication Issues
Many clients have reported difficulties in communicating with PSG SIPP. Robert Taylor and Andrew Acock mentioned extremely poor communication, and Lee Cordes Cordy expressed frustration over the lack of clear instructions on processes. It appears that communication is a significant issue for the company.
Service Delays
There have been numerous complaints about delays in service. Andrew Acock and Robert Taylor mentioned long waiting times for the transfer of their SIPP. Mark S. reported issues with a complaint transfer to his Australian SMSF, which has left him with a potential 55% tax liability. It seems that delays in service are another major issue for the company.
Responsibility and Accountability
Mark S. mentioned that the CEO, Duncan Parsons, denied all responsibility for the company's mistakes. This lack of accountability has led to dissatisfaction among clients and has resulted in a negative perception of the company.
Positive Review
Alex Robinson provided a positive review, stating that the team at PSG SIPP has provided them with a high level of support and efficiency throughout their dealings with the company. This review is a stark contrast to the negative reviews, suggesting that the company may have the potential to offer quality services.
Be the first to review P S G Wealth Management.
Write a Review
