Greystone Financial Services - Altrincham

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Greystone Financial Services

Located at the prestigious Foundation House in Hale, Altrincham, Greystone Financial Services is a well-established financial institution that has been serving clients for many years. With their offices at Foundation House, Hale, Altrincham WA15 8AB, United Kingdom, they are easily accessible and provide exceptional services to their clients.

The team at Greystone Financial Services is led by experienced financial consultant Claire, who has been managing the company's clients with professionalism and excellence. Claire and her team offer a range of financial services, including financial consulting and institutional services. Their specialized services ensure that their clients receive tailored solutions to meet their unique financial needs.

Services and Features

1. Online appointments
2. Onsite services
3. Wheelchair accessible entrance
4. Wheelchair accessible parking lot
5. Wheelchair accessible restroom
6. Restroom
7. Appointment required

Greystone Financial Services takes pride in their commitment to providing exceptional customer service. Their wheelchair accessible facilities ensure that they can cater to the needs of all their clients, making their services inclusive and accommodating.

Client Reviews

The company has earned a strong reputation among their clients, as reflected in their 14 reviews on Google My Business with an impressive average rating of 5/5. One satisfied client mentions, 'We have been with Greystones for over 12 years and Claire has been managing our affairs during this time. Her service has always been excellent and very professional. We have great confidence in both Claire and the team to continue to manage our finances for the foreseeable future.' This glowing review is a testament to the excellent service provided by Greystone Financial Services and their dedicated team.

With their commitment to providing top-notch financial services and exceptional customer care, Greystone Financial Services has become a trusted partner for individuals and institutions alike. Whether you are looking for financial consulting or institutional services, Greystone Financial Services is here to help.

Contact Information

You can reach Greystone Financial Services by phone at 1619277222 or visit their website at greystonefs.co.uk to learn more about their services and schedule an appointment.

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👍 Reviews of Greystone Financial Services

Lynne N.

5/5

We have been with Greystones for over 12 years and Claire has been managing our affairs during this time. Her service has always been excellent and very professional. We have great confidence in both Claire and the team to continue to manage our finances for the foreseeable future

Sue J.

5/5

I have been with Greystone since 2016 , This is when I first met Helen my financial advisor. Helen is very professional and has been excellent at advising me with my investment and I am always being kept up to date .Helen also likes to get to know you and your family which is lovely as not many people take the time to do this. I Would highly recommend Helen and Greystone for all your investment and finances.

martin D.

5/5

In 2005, a life-changing event shattered my expectations for the future, affecting not only me but my close family as well. I was forced to reassess my financial outlook. It was recommended I seek advice from Greystone Financial Services, and I met with Helen, one of their financial advisors. She took the time to get to know me and my parents, she advised us on how to manage our new financial reality. The plan had to be very long-term. Helping us navigate the complex financial world to avoid risk but still gain on investments.
Helen has continued to provide invaluable assistance ever since. Greystone has never been further away than an email, a phone call, or a visit. Over the years, Helen has continued to represent Greystone as she continually reviews our requirements, discussing any recommended changes, and makes the necessary arrangements once we have agreed. I am saved from having to deal with any financial companies directly, and I only need to read and sign documents to complete any changes. Greystone is able to draw on their experience working with many clients in similar situations, to help provide us with advice on diversifying investments and other more practical matters, providing better financial security. Greystone Financial Services has gone above and beyond to help me and my family navigate this difficult time, and I am deeply grateful for their support.
UPDATE - 19 years later and they are still taking care of me, keeping my future financial health safe.

Paul M.

5/5

Greystone and specifically Claire Finch have looked after me for years! Always available for advice at any time and fantastic financial management and insight. Really nice people too! Can’t recommend highly enough.

Andy N.

5/5

Excellent service from Kastur and her team. Always able to contact for trustworthy advice. Everything explained in a simpler, understandable way.

Anthony P.

5/5

I have been a client of greystone for what must be 20 years now and I definitely recommend this firm my financial advisor Helen Williamson has been amazing not just with my money but with me too being very professional but also getting to know me. Hopefully I will be with greystone for menu more years to come

Trevor S.

5/5

Dealt with Faye Ashe and Charlotte Serrage to sort out one of my pensions. I wanted to take the 25% tax free lump sum but because my policy with Royal London was underfunded I had to go to the open market and Greystone were recommended to me. Total professionalism throughout, what else can I say. A far cry from other IFA's who I contacted to get quotes from. Faye was more professional than all the others put together, thank you so much for the great service given.

matthew R.

5/5

I just organised my Annuity with Faye and Charlotte at Greystone. Even during the Coronavirus lockdown they were quick and efficient and kept me posted through the whole process. The commission they received was taken from the lump sum paid to the provider so i didnt have to pay a penny and the Annuity they got me was almost 20% higher than their competitors due to health issues and the thorough job they did - so I really am pleased to have found them online - and weirdly they are local to me - 5 out of 5 🙂