Please read the following information carefully. The products and services described on these website pages are provided in accordance with the following terms and conditions of use. By accessing this website, you confirm you understand and accept the terms and conditions of use and the regulatory requirements governing the use of this website.
Use of the Website.
THIS WEBSITE IS INTENDED FOR ACCESS OR USE ONLY BY PERSONS WHO ARE ACCREDITED, PROFESSIONAL, QUALIFIED OR INSTITUTIONAL INVESTORS (AS DEFINED IN THE JURISDICTION OF THE USER) OR FINANCIAL INTERMEDIARIES TO WHOM THE INFORMATION IT CONTAINS MAY LEGALLY BE MADE AVAILABLE OR ACTED UPON AND NOT FOR ACCESS OR USE BY OTHER PRIVATE INDIVIDUAL INVESTORS. PLEASE READ THE BELOW TEXT BEFORE PROCEEDING. IT EXPLAINS CERTAIN RESTRICTIONS IMPOSED BY LAW ON THE DISTRIBUTION OF THIS INFORMATION AND THE JURISDICTIONS IN WHICH OUR PRODUCTS ARE AUTHORISED. WHEN YOU HAVE READ AND UNDERSTOOD THE INFORMATION BELOW, PLEASE CLICK ON THE ACCEPT BUTTON TO ACKNOWLEDGE THAT YOU HAVE READ THE INFORMATION AND THAT YOU ACCEPT THE TERMS AND CONDITIONS SET OUT HEREIN.
This website is intended solely for professional investors, professional intermediaries and Independent Financial Advisers. Persons include:
investment professionals, as set out in Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (“FPO”);
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As a high net worth investor, I confirm that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:
I had, throughout the financial year immediately preceding the date below, an annual incometo the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).
I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
1. the property which is my primary residence or any money raised through a loan secured on that property; or
2. any rights of mine under a qualifying contract of insurance; or
3. any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependents are), or may be, entitled; or
4. any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).
I therefore accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.
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This website contains information relating to Greyfriars Asset Management LLP. The information is not guaranteed as to its accuracy, nor is it a complete statement of the financial products or markets referred to. Nothing contained on this website constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
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Your use of this website and reliance on the information herein are entirely at your own risks. Without prejudice to the foregoing in no event shall Greyfriars Asset Management LLP, or any of its subsidiaries or affiliates, and their respective officers, directors, employees, representatives, agents, information providers, service providers, suppliers, licensors and licensees, and all other related, associated, or connected persons be liable for any loss, damage or injury to any data, income, goodwill, property or third parties, whether it be direct, indirect, special, punitive, exemplary, consequential or incidental, caused by or arising out of or in relation to (i) the use of access of this website and the information therein or (ii) any failure of performance, error, omission, interruption, deletion, defect, transmission blackout, incorrect data transmission, delay in operation, computer virus or other destructive items. Nothing in these terms and conditions of use shall operate to exclude or restrict our liability for either fraud, death or personal injury resulting from our, or our employees' negligence or any duty or liability we may have to a client under the UK regulatory system.
A History built on trust. Since our inception in 1989, we have become a reputable and leading wealth management specialist in Leicestershire. Our reputation has led us to now manage over £600 million in assets with a client base expanding some 26-Years.
Founding partners Chris Gladman and Bill Walker incorporated Greyfriars Asset Management LLP (GAM) in 1989. Chris and Bill left their positions as Consultants with a leading Financial Services Firm to set up an operation initially based out of Leicester City Centre, with services including DFM and Small Self Administered Schemes, as well as general financial advice, investment and protection. 26 years on and Greyfriars Asset Management LLP (GAM) is now a leading wealth management company in Leicester with over 50 employees.
Having maintained a steady 4-year growth, Greyfriars purchased an office in the Leicestershire village of Fleckney using Bill and Chris’s SIPPs to fund the acquisition. Shortly after this time, SIPPs were growing in popularity and were added to the Greyfriars portfolio. It was around this time that the Greyfriars DFM service was badged as Copia after the Roman Goddess of plenty.
With continued business growth, there was a need to move to larger office space once again, which led to the move to Greyfriars current offices in Fleckney. This was again purchased utilising the Partners’ SIPPs. With the expansion of the team and offices, an additional 4 portfolios were included within the Copia collection, presented a risk-balanced range of portfolios.
Greyfriars were approached by Best International in order to add a DFM and SSAS / SIPP Provider to their Group. The acquisition presented a mutually beneficial opportunity and a positive step for both Best International and Greyfriars, combining a range of expertise to provide an expansion of products and services to the complete client base.
With the development of a range of services, including Wealth Management, SIPP’s and SSAS’s, this led to significant growth and subsequently resulted in the development of the business. Greyfriars therefore opened a second office in Leicestershire (Meridian) as well as a London office as Greyfriars (GAM) continued to grow 3 primary divisions (DFM, SIPP/SSAS and Advice) to build on their success.
Greyfriars continued to develop throughout 2015, with the introduction of a Corporate Finance Division, supporting corporate clients’ growth opportunities. Furthermore, Greyfriars DFM service continued to expand its assets under management, along with the introduction of a NEW portfolio in the range, DFM Lite. DFM Lite is designed to mirror the exposure of the ‘Adventurous’, ‘Balanced’ and ‘Cautious’ Portfolios, but is populated with index tracking funds. DFM Lite therefore provides a more prosaic service, which is available at a lower charge.
As a Partner at Greyfriars Asset Management LLP, Chris is responsible for the DFM division, as well as the company’s communications and operations in order to drive growth and sustain key relationships. Chris is a highly experienced Director, having spent over 40-years in the Financial services arena, working with numerous leading companies including, Midland Bank (now HSBC) and Thomson McLintock (now KPMG).
Gareth joined Greyfriars Asset Management LLP in 2014 as partner and Head of Independent Financial Advice, responsible for a team of highly trained advisers and third party affiliations.With valuable expertise and a wealth of knowledge in the market, Gareth has forged key relationships within the investment community. His professional yet personable approach and passion for growth made Gareth the obvious choice to become a Partner at the company.
Results-driven service: Offering a strong track record, consistent processes and constant reviews, with quarterly factsheets, and semi-annual reports and valuations.