Greystone FS Reviews 

Claire From Greystone FS has dealt myself and my family's invesments/portfolios for over 10 years and has done an amazing job. Claire/Greystone have been a pleasure to deal with and I would highly recommend them.

Sarah Thomas from Greystone has been my advisor for over 10 years and has provided professional and expert advice to me during this time. Building strong relationships and really listening to the needs of her client is a clear strength. Supported by the wider Greystones family I would highly recommend

Greystone (Toby Powell and his team) have been beyond great in managing my (SIPP) pension scheme for well over 7 years. The investment guidance/advice (and increasingly retirement advice!) has always been extremely clear and focussed leading to more than acceptable investment returns. Whilst the advice has been/continues to be great - the real point of difference lies with the individual's themselves who make working together a real pleasure! Can not rate them highly enough!

Toby Powell and his team at Greystone have provided both corporate and personal advice to me and our company (pensions, SIPPs and investments) for circa 20 years. All of this advice has been provided promptly and very professionally and I'd have no hesitation in commending the organisation to others.

Toby Powell and his team have been managing my husband's and my accounts for many years now.
The annual meets up for reviews was always a positive in discussing the ways forward and Jim always enjoyed the personal interaction with Toby
Since my husband's death earlier this year, Toby has been such a 'rock' in helping me through the minefield of the legal and personal trauma of dealing with business I know nothing about. It's been a huge learning curve and I can only thank Toby most sincerely for being so positive and patient with me!
Lynda McCarthy

My wife and I have been with Greysrtone for over 20 years. First Simon Lomas and now Sean McCann have looked after us immaculately always explaining and presenting everything clearly and honestly through good times and bad. They make it their business to understand our financial needs beyond just the numbers and are a delight to deal with, as well as consummate professionals in delivering results.

I have used Greystone Financial Services for many years now and have been completely satisfied with their performance.
Recently my financial advisor was promoted and a new advisor was appointed to my account.

Daniel Sheard is his name and he conducted my annual review this morning.

I found Daniel to be a very experienced advisor who was able to explain my various options in a clear and concise manner.

I look forward to a continuing relationship with Daniel in the future.

David Kendall

I have been with Greystone for many years and continue to find their service top drawer, both from a personal perspective and from the standpoint of my business who they also support. Toby Powell continues to offer sound investment advice relative to my needs and has excelled in meeting my overall financial planning requirements. He has always been pro-active, thorough and has a superb understanding of the regulatory and personal tax framework. I cannot recommend him highly enough as I enter semi-retirement sound in the knowledge that my investments and pension will meet all of my future needs.

Toby Powell and the wider team do a fantastic job supporting our business with a variety of insurance policies and also offering employees clear advice in relation to our company pension scheme. They have been engaged by us for more than five years now and we would definitely recommend.

Our company has used Greystone FS for many years, they have always performed their service with the upmost professionalism providing expert advice when we need it, in a timely manner and in a way that is easy to understand. The service never feels rushed.

I would recommend them to any other company or individual considering their options for financial advice such as pensions and investments.

Sean McCann offers calm, considered advice and in a way that’s easy to understand. He spends time getting to know his clients so as to offer tailored and sensible financial guidance. I would recommend him to anyone.

Really great service
Dan Shread was great so professional and knowledgeable enabling us to sort out our pension easily with the minimal amount of fuss. He’s a great asset to Greystones.

Helen is so helpful and manages my finances superbly.

I have worked both professionally and personally with Helen. She has been first class in her professionalism and advice. Would highly recommend her and Greystones.

Met with Sean to go through my portfolio and he explained the current position extremely well. We also discussed the changes in pension rules and how they affect me which was insightful and we also discussed the position for my review of my term assurance. Sean is very engaging and explains the financial aspects in an easy to understand way. I would highly recommend Sean as your IFA.

I have been a client of Greystone for over 17 years and, throughout that time, I have had the good fortune to be advised my the same Financial Advisor, Ms. Claire Finch. Continuity of that relationship, which has created a platform for mutual trust, has benefitted me and my portfolio for which I remain grateful.

Greystone provide a very professional service and have consultants and members of staff who are very knowledgable and understanding which enables you to make the correct decisions - highly recommended.

My late husband and I have been clients for a number of years and have always received exemplary service. Our advisor is both friendly and professional providing us with sound advice tailored to our needs and preferences. I always feel in safe hands and I am always able to ask for financial help when I need it.

I have been with Greystone Financial Services for 14 years and have received exceptional advice and service throughout this period. My adviser, Claire Finch has been a constant throughout and is very knowledgeable and able to explain difficult concepts in a way I can understand. As a result of regular in-person bi-annual reviews she understands my needs and those of my wider family. She has been professional and assiduous in growing our wealth and helping me plan for inheritance tax. Unlike other financial institutions I have used in the past I never think that Claire, or Greystone, are suggesting products which will give them maximum commission. I always believe they are acting in my best interests.
Claire is backed up by a strong research team and a first rate implementation group.
Perhaps the best indication of my satisfaction with Greystone is that in 2009 they were responsible for 20% of my assets (excluding my home). Today I trust them with 90% of my worldly wealth.

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.