About Us

Gateway Investment Services Limited are a Midlands based advisory firm, with clients throughout the UK. It was formed when two separate businesses merged their resources. Our Directors and Advisers have all worked in Legal and/or Financial Services for more than 30 years. With this experience, we assist Individuals, Families and Businesses alike. Although not exclusively, we concentrate mainly on the ‘Age 50 Plus’ category.

Many of our existing Clients are Professionals or Company Directors, in this age group, and have ‘grown up’ with us. This loyalty has been born out of trust, reliability and care. We work together with our clients as a team and aim to build real beneficial relationships over time.

Our service proposition offers a fully unbiased investment advice service. We also hold the status of ‘pensions specialist’, through qualification. This means we are one of the few firms able to offer advice to those with occupational pension schemes.

Please see our website www.pension-pot.com. Combined with our ‘Home Visit Legal Services’, we can ensure that you have tax efficient Wills, Asset Protection, IHT and Estate Planning strategies in place. Why not contact us for an initial, no obligation, hour long exploratory meeting at our expense.