Greystone Financial Services is an integrated wealth management group comprising financial planning and advisory services, and
in-house fund management.
We currently manage over £1 billion[1] of assets on behalf of our clients. Greystone Financial Services is a Top 100[2] IFA firm, offering our clients both advisory and discretionary services.
Many of our advisers and Directors have been with the firm since its inception in 1989. We are an extremely stable business, having adopted the recurring income/fee based operating model as far back as 1995.
As a Chartered Firm we operate at the leading edge of industry standards, and our core values are competence, transparency and honesty in our dealings with both clients and each other.
We are always happy to talk to both individuals and businesses with a view to joining the Greystone Financial Service family. Do get in touch.
Sources:
1 Greystone Wealth Management
2 Plimpsoll 2014