grayside financial services


Independent financial advice | 01372 726162
Insurance broking | 01372 744379

grayside financial services

Independent financial advice | 01372 726162
Insurance broking | 01372 744379

Independent financial advice
01372 726162
Insurance broking
01372 744379

Information Centre

Financial Services Documents

esm30
Spring Budget 2017
This comprehensive guide to the 2017 Budget covers the main announcements made by Chancellor Philip Hammond on 8th March that may affect you or your business. It is provided courtesy of our accountants, Hakim Fry.

Click here to download PDF

esm30
Donald Trump to be President
This short commentary by Brewin Dolphin discusses the political and investment implications of Donald Trump’s election as US President.

Click here to download PDF

esm30
Investor Insight
Our new client friendly review of the global economy – July 2017

Click here to download PDF

 

Grayside Corporate Brochure
This brochure explains more about who Grayside are, what our Chartered status means, and how we will work with you to help you with your Financial Planning, Insurance and/or Mortgage Advice needs. Please feel free to download the brochure or ask us for a printed copy.
Click here to download

Quarterly Investment Bulletin
Our detailed quarterly economic review of global markets, which we have commissioned from our investment analysts Rayner Spencer Mills. July 2017.
Click here to download

Make a Difference – Ethical Newsletter
This is the second of our six monthly newsletters that we will be producing to highlight the advantages of investing in ethical or SRI (Socially Responsible Investing) funds. This edition includes an update on Grayside’s SRI investment portfolios, ethical news items and a spotlight on some of the stocks in our portfolios. Issued June 2017.
Click here to download

Invest, Feel Good, Make a Difference
This is a short document about a published book from our specialist ethical adviser, Richard Essex, about the potential of Socially Responsible Investing
Click here to download

Grayside investment portfolios

Quarterly Portfolio Review
Our asset allocations and fund selections are reviewed formally on a quarterly basis, by our investment analysts RSM. This research note documents the review that has taken place and any changes resulting from it. It should be read in conjunction with the latest Quarterly Investment Bulletin. July 2017.
Click here to download

Grayside Cautious Growth Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Balanced Growth Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Progressive Growth Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Adventurous Growth Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Specialist Growth Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Cautious Income Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Balanced Income Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Progressive Income Portfolio
Past performance analysis as at 30th June 2017
Click here to download

Grayside Cautious Ethical Growth Portfolio
Past performance analysis for our Ethical (SRI) Portfolio as at 30th June 2017
Click here to download

Grayside Balanced Ethical Growth Portfolio
Past performance analysis for our Ethical (SRI) Portfolio as at 30th June 2017
Click here to download

Grayside Progressive Ethical Growth Portfolio
Past performance analysis for our Ethical (SRI) Portfolio as at 30th June 2017
Click here to download

Brewin Dolphin investment portfolios

Brewin Dolphin Cautious Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 30th June 2017
Click here to download

Brewin Dolphin Income Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 30th June 2017
Click here to download

Brewin Dolphin Balanced Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 30th June 2017
Click here to download

Brewin Dolphin Growth Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 30th June 2017
Click here to download

LGIM Multi Index Funds

LGIM Multi Index 3
Past performance analysis for our LGIM Multi Index funds as at 30th June 2017
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LGIM Multi Index 4
Past performance analysis for our LGIM Multi Index funds as at 30th June 2017
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LGIM Multi Index 5
Past performance analysis for our LGIM Multi Index funds as at 30th June 2017
Click here to download

LGIM Multi Index 6
Past performance analysis for our LGIM Multi Index funds as at 30th June 2017
Click here to download

LGIM Multi Index 7
Past performance analysis for our LGIM Multi Index funds as at 30th June 2017
Click here to download

Mortgage Documents

Retirement Freedom – Equity Release Newsletter
If you’re a homeowner, aged over 55, then Equity Release may enable you to borrow against the value of your home. In our attached newsletter, we set out some of the key issues that will help to inform and possibly enthuse you about the options on offer. For reassurance, we also cover the ‘client protections’ put in place by the industry trade body - the Equity Release Council. Issued Summer 2017.
Click here to download

Are you paying too much for your mortgage?
Please see our review of some of the highest Standard Variable Rate mortgages and contact our mortgage adviser if you wish to consider remortgaging to a lower Fixed Rate. Data accurate as at 23rd February 2017.
Click here to download

Buy to Let Guide 2016-17
This is a useful guide summarising the taxation and other implications of buying a Buy-to-Let property and becoming a landlord. Please contact us for help to arrange a Buy-to-Let Mortgage, or for Landlords Insurance. The guide has kindly been provided by our accountants Hakim Fry
Click here to download

Insurance Documents

Christmas Opening Hours
These are our opening hours over the 2016/17 Christmas break period.
Click here to download

Driving when the clocks go back
As the winter closes in after the clocks go back on 30th October, this document examines some of the key risks to consider in order to improve your safety when driving in dark or cold conditions.
Click here to download

Jewellery Valuation Article
Most people will be aware that there has been a dramatic increase in the value of gold, but have you reviewed your insurance cover for your own valuables? This short article highlights the importance of getting your jewellery valued and insured for the correct amount.
Click here to download

Seasonal Tips for Building Insurance Policyholders
This short article gives a few simple precautions you can take to help protect your home from damage this winter and give you peace of mind.
Click here to download

Making Claims Clear - Alarms for business premises
Many business owners have protected their business with an alarm system, but are you aware of the circumstances in which an insurer may decline a claim? This short guide issued by AXA Insurance highlights important issues that business owners should be aware of.
Click here to download

Contact Us

Grayside Ltd
1st Floor, 55 High Street
Epsom, Surrey KT19 8DH

Independent financial advice
T: 01372 726162

Insurance broking
T: 01372 744379

E: enquiries@grayside.co.uk

Financial News

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