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”);
high net worth individuals, being individuals who have signed, within the period of 12 months, a statement complying with Part I of Schedule 5 of the FPO confirming that they had, during the immediately previous financial year, an annual income to the value of £100,000 or more or held, throughout the immediately previous financial year, net assets to the value of £250,000 (net assets for these purposes not including the property that is their primary residence, rights under a qualifying insurance contract or benefits (pension or otherwise) payable on termination of service or death); and/or
self-certified sophisticated investors, being investors who have signed within the period of twelve months, a statement complying with Part II of Schedule 5 of the FPO confirming that they are an individual to whom one of the following applies: is a member of a network or syndicate of business angels and has been for the last 6 months; has made more than one investment in an unlisted company in the two years prior; is working, or worked in the two years immediately prior, in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises; or is currently or has been in the two years immediately prior a director of a company with an annual turnover of at least £1,000,000.
It is your responsibility to be aware of and to observe all the applicable laws and regulations of your jurisdiction. You should consult your professional adviser as to whether you require any governmental or other consents or need to observe any formalities to enable you to access the information. Please do not access this website if the publication or availability of this website is in any way prohibited in your jurisdiction. If you are in any doubt, please do not proceed. By proceeding, you are representing and warranting that the applicable laws and regulations of your jurisdiction allow you to access the information.

No Reliance

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.

The material on this website has been prepared for informational purposes only and is not intended to and shall not in any way constitute an invitation or an offer or be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Information contained in this website does not constitute investment advice. Potential investors should note that investments can involve significant risks. No assurance can be given that the investment objective of any investment products will be achieved.

Any past performance information presented is not indicative of future performance. Some of the information herein may contain projections or other forward looking statements regarding future events or future financial performance of countries, assets, markets or companies. These statements are only predictions and actual events or results may differ materially. Any geographic, political, economic, statistical, financial and exchange rate data may in certain cases be presented in approximate or summary or simplified form and may change over time. Any reference to any specific company, financial product or asset class in whatever way is used for illustrative purposes only and does not constitute a recommendation of any kind. While all the reasonable care has been taken in preparing the material on this website, no warranty whatsoever is given and no responsibility or liability is accepted for any loss arising directly or indirectly in connection with or as a result of any person acting on any information. Potential investors should request more information and if appropriate to them, read the relevant offering documents carefully for further details including the risk factors before any investment decision is made. Prospective investors should consult their own professional advisers, stock brokers, lawyers, accountants, tax consultants, bank managers or any other professional advisers they consider necessary before making an investment.

Exclusion and limitation of liability

The editorial content of any other website to which you have gained access by means of any hyperlinks published on this website remains the sole responsibility of the provider of that other website.

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.

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With over 25 years of expertise, knowledge and insight into financial services, Greyfriars is ideally placed to offer a transparent, cost-effective and professional service to every client.

Our advice team works directly with clients to understand what’s important to them, helping achieve desired goals by making the right decisions and taking a holistic approach to all we do.

Aligning money with values, we consider the smart option for your future, the best solution for your wealth and most importantly, what’s required for your long-term benefit.

We understand that selecting the right strategy can be difficult and confusing. That’s why our highly trained team of professional investment advisors is always on hand to help with every aspect of your financial future.

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Here's how we find out what’s best for you.

1

Complimentary Consultation

  • What are your issues and concerns?
  • What are your financial goals?
  • What is important to you?
  • Feedback Summary and next steps of working together


2

Helping Achieve your Goals

  • Explorative meeting to discuss outlook
  • Initial assessment: Your current situation & our approach
  • Feedback meeting and recommendations
  • Comprehensive evaluation of financial requirements
  • Implementation and organisation of all paperwork
  • Progress review and wealth management plan


3

Elite Team of Experts

  • Independent Financial Advice
  • Trusted expert advice
  • Corporate
  • Pension advice and auto-enrolment
  • Discretionary Fund Management
  • SIPP and SSAS Division
  • Asset Management Company


4

Key to Success

  • Safeguarding your wealth: Greyfriars provide advice on inheritance tax, a full risk assessment and advice on protecting, growing and enjoying your lifestyle.
  • Increasing your wealth: Greyfriars advise and offer sound investment options, minimise taxes and provide direction on your earnings to potentially increase your wealth.
  • Advancing your wealth: Greyfriars can assist with family decision making, trusts, gifts and making smart decisions on your pension/income for the future.


5

What Next?

To book a complimentary appointment with Greyfriars and work towards a rewarding wealth management plan, please contact us on 0116 240 4402, or email ifa@greyfriars.co.uk.



What we do for you

What have people said about us?

We have been very impressed with the outstanding level of service provided. The constant high standards we have received will ensure that we continue to use Greyfriars services.

I have used Greyfriars for all my advice requirements and always received a prompt and extremely informative service. Reviewing and managing my pension plan is highly important to me and this service has been delivered to a very high standard.

Greyfriars has managed my investments for almost 15 years now and during that time I have received an excellent service from a team of highly committed and experienced individuals. I have been exceptionally happy with the quality of service and returns achieved on my investments over that period.

Why work with us?

Individual, personal approach: Whether it’s risk assessment, due diligence/research, asset allocation and portfolio re-balancing, we closely align all portfolios to investor profile and need.

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