Greycoat has successfully been providing financial planning solutions for clients since 1995. Private Clients receive guidance through the maze of financial choices they face. Our professionalism helps grow their assets through tax efficient planning, saving, borrowing and investing. We protect our clients and their families by insuring against unforeseen elements that might disrupt lifestyles and throw their financial goals off course.
Clients enjoy a personal level of service. They realise they have an ongoing need for financial advice and trust in our proven methods to offer guidance across all aspects of their often complicated financial mix. We are trusted, not simply because we're qualified to deliver, but because we take time to properly understand each client personally.
Clients enjoy a personal level of service. They realise they have an ongoing need for financial advice and trust in our proven methods to offer guidance across all aspects of their often complicated financial mix. We are trusted, not simply because we're qualified to deliver, but because we take time to properly understand each client personally.
Services
Money means different things to different people. We each have different lives, lifestyles, intentions and priorities. We, Greycoat, have a tried and tested process for finding out about you, your values, interests, relationships, assets, in fact everything that combines to determine your medium and longer term personal and financial ambitions - we call it listening.
Asset or Wealth Management for Private Clients is truly independent of companies selling the many choices of investment vehicles you will face. We become personally dedicated to supporting your aims and intentions, making the right choices, uniquely beneficial to you. We liaise with tax specialists and fiscal advisors to provide for the many variables of a complicated portfolio.
To ensure that in the event of you or your partner's death or the diagnosis of a critical illness, your family has enough money to provide for their on-going financial needs. To ensure you have enough money to meet your monthly requirements should you be unable to work for a prolonged period due to an accident or illness and cover private medical needs.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.financial-ombudsman.org.uk. Calls to and from our offices are recorded for training, monitoring and regulatory purposes.
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