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 Approach to Financial Planning

Creating a professional financial planning strategy

Grayside Financial Services provide a high quality professional financial planning service. We offer a clearly defined service, transparent fee structure and an effective service proposition. We follow a carefully designed financial planning process so that you know exactly what is happening at each of its six steps:

Stage 1 – Engagement
Initially, we need to understand what your financial goals, objectives and ambitions are. From here we will explain how we might help you, and discuss the different levels of service available to you and what our likely costs for advising you will be.

Stage 2 – Discovery
Here we help you establish and refine your financial goals. In addition, we investigate your investment knowledge and experience along with assessing your attitude, tolerance and capacity for investment risk.

Stage 3 – Research and analysis
When analysing your existing financial affairs, we leave no stone unturned. We read all the small print, we use industry leading technology to source the most suitable products and funds, we consider all the tax strategies, and we decide on an asset allocation that matches your risk profile.

Stage 4 – Presenting your financial plan
We spend time with you to present your plan, discuss the detail and answer any questions you may have. If any fine tuning needs to be done, this is the time to do it.

Stage 5 – Implementing any recommendations
If we have given advice and recommendations in your financial plan that require actual changes to be made, investments to be carried out and/or policies to be arranged, we draw up any necessary paperwork for signing and administering.

Stage 6 – Ongoing servicing and reviews
We have a range of ongoing services and reviews which will give you the comfort and peace of mind that we are constantly monitoring your financial affairs, giving you advice when you need it and keeping you abreast of market changes which may affect you.

Read more about our ongoing service and reviews

This process has to be underpinned by a joint commitment from both Grayside Ltd and our clients in order to ensure the successful completion of their financial goals.

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 (
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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