Greystone Financial Services
Greystone Financial Services is a wealth management group that provides financial planning and fund management. Established in 1989, the firm aims to develop relationships with clients to assist with their financial needs.
- Financial planning
- In-house fund management
- Wealth management portfolios
Locations
Competitors
LIFT-Invest is a discretionary investment management firm that builds upon the expertise of LIFT-Financial, an award-winning firm of Chartered Financial Planners.
Capstone Financial is a financial advisory firm based in Manchester, specialising in tailored financial planning and investment management services.
Andrew Daldry Wealth Management Ltd is a financial advisory firm that specialises in providing expert advice on investment planning, retirement planning, and wealth management.
Suttons IFA is a leading independent financial advice firm based in Sale, Manchester, specialising in face-to-face financial planning and wealth management.
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Company Details
Greystone Financial Services is operated by Greystone Financial Services Limited and is a Active company incorporated on 22 February 1991 with the registered office located in Altrincham, Greater Manchester. Greystone Financial Services Limited was registered 34 years ago.
Status
Active
Size
Small
Directors
6
Age
34 years old
Employees
93
Turnover
£8.58M
Total Assets
£5.36M
Cash in Bank
£2.85M
Total Liabilities
-£968.94K
Teams
61
40
39
11
4
Chairman
Head Of Multi-Asset | Investment Director • Joined Dec 2001
Director • Joined Jan 1990
Director • Joined Apr 1992
Associate Director • Joined Oct 2023
Project Manager
Operations Manager • Joined Aug 2018
Paraplanning Manager
Corporate Solutions Director
Client Services & Operations Manager • Joined Jan 2025
Paraplanning Manager
Corporate Solutions Director
Financial Administrator • Joined Jun 2019
Financial Administrator • Joined Apr 2022
Investment Analyst • Joined Aug 2023
Investment Analyst • Joined Sep 2023
Investment Analyst • Joined Aug 2024
Financial Planning Consultant • Joined Jun 2024
Retirement And Pension Transfer Specialist
Research Analyst | Fund Management
Chairman
Director • Joined Jan 1990
Director • Joined Apr 1992
Associate Director • Joined Oct 2023
Project Manager
Operations Manager • Joined Aug 2018
Paraplanning Manager
Corporate Solutions Director
Client Services & Operations Manager • Joined Jan 2025
Consultant Support / Trainee Consultant • Joined Jul 2013
Administrator
Administrator
Administrator
Financial Administrator • Joined Jun 2019
Financial Administrator • Joined Apr 2022
New Business Administrator
Administrative Assistant
Assistant Accountant
Senior Accounts Clerk
Income Co-ordinator • Joined Jul 2019
Head Of Multi-Asset | Investment Director • Joined Dec 2001
Compliance Associate • Joined Jul 2005
IFA & Personal Injury Specialist • Joined Jul 2005
FPA At Greystone Financial Services • Joined May 2011
View 61 members