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.