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

Our Client Service Relationships

There are times when it can prove difficult to establish your true financial and insurance needs, which is why we provide advice in a friendly and understandable manner.

Grayside has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 40 years, and throughout this period we've developed many good friendships.

At Grayside, we believe that the ongoing service our clients receive is as important as the initial advice.

We have developed the following five propositions to ensure that you receive an ongoing service tailored to your needs:

Wealth Management

This is Grayside's highest level of client service and is designed to reflect the needs of those investing in excess of £500,000. Our Wealth Management clients enjoy regular updates from their professional adviser, face-to-face meetings, engagement with them and experience many other exclusive benefits.

Asset Management

Clients within our Asset Management service can rest assured that we are keeping a close eye on their investments. With access to their adviser at any time, clients can request face-to-face meetings or verbal updates.

 

Foundation Service

Our Foundation Service is perfect for those clients who do not need an ongoing service, as the advice they receive is simply transactional. Life assurance and mortgages would typically fall into this category.

Corporate Service

The Grayside Corporate Service is aimed at businesses and employers, when we would normally act for the employer but for the benefit of their work force. Corporate benefits such as group pension schemes and group Income Protection commonly feature within this service.

Holistic Financial Planning

This comprehensive service complements our Foundation, Asset Management and Wealth Management Services, and is designed to provide a complete and detailed review covering ALL areas of your financial planning needs and objectives both now and in the future.

Contact Us

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

Independent financial advice
T: 01372 726162

Insurance broking
T: 01372 744379

Contact Us

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Grayside Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register).
Financial Services Register No: 138990 Registered in England, No. 1366921 Registered Office: 1st Floor, 55 High Street, Epsom, Surrey, KT19 8DH

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