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.
To book a complimentary appointment with Greyfriars and work towards a rewarding wealth management plan, please contact us on 0116 240 4402, or email firstname.lastname@example.org.
We will assess your situation, your concerns, current standing and financial goals to deliver a financial strategy that’s right for you.
Following initial assessment, we will provide a comprehensive evaluation of your financial requirements and recommendations. We will organise the administration and continually review progress.
Our elite team of trusted advisers has a wealth of experience and knowledge in the financial services arena to assist you at each stage of the process and beyond.
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.