Greystone Financial Services

We currently manage over £1 billion[1] of assets on behalf of our clients. Greystone Financial Services is a Top 100[2] IFA firm, offering our clients both advisory and discretionary services. We are an extremely stable business, having adopted the recurring income/fee based operating model as far back as 1995. As a Chartered Firm we operate at the leading edge of industry standards, and our core values are competence, transparency and honesty in our dealings with both clients and each other.

In 2008, Greystone Financial Services became a partner of Focus Financial Partners LLC, the largest US aggregator of independent financial advisory businesses with over $325m[3] in annual run rate revenue. We remain their sole investment outside of the USA. Being part of Focus offers both clients and employees the security and resources of a major company, whilst preserving the autonomy and flexibility of a much smaller organisation.