Greystone Financial Services - Altrincham

Greystone Financial Services Overview

Greystone Financial Services, located at Foundation House, Hale, Altrincham WA15 8AB, United Kingdom, is a reputable financial institution offering expert financial consultation services. Established in a prime location, the company's accessibility is further enhanced by a wheelchair-friendly entrance, parking lot, and restroom. Their commitment to customer satisfaction is evident in their appointment system, which can be easily arranged online or onsite.

Specialties and Services

Serving clients with a range of financial needs, Greystone Financial Services specializes in both financial consultation and financial institution services. Their team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique financial goals.

Specialties:

• Financial consultant
• Financial institution

Other Points of Interest

In addition to their specialty services, Greystone Financial Services offers several amenities to ensure a comfortable and accessible experience for all clients. These include online appointment scheduling, wheelchair accessibility, and an appointment requirement to ensure personalized attention.

Other points of interest:

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required

Client Testimonials and Opinions

Greystone Financial Services has garnered a strong reputation among its client base, as evidenced by its 14 reviews on Google My Business, with an impressive average rating of 5/5. One notable testimonial highlights the exceptional service provided by Claire, who has been managing clients' affairs for over 12 years with professionalism and excellence. This dedication to maintaining high-quality service has earned the company the trust and confidence of its clientele.

Final Recommendation

For those seeking financial consultation and services, Greystone Financial Services stands out as a reliable and accessible option. With a strong focus on customer satisfaction, wheelchair-friendly facilities, and an impressive track record of positive client reviews, this financial institution is well-equipped to assist individuals in achieving their financial goals. We highly recommend visiting their website at greystonefs.co.uk to learn more about their services and to schedule an appointment. Don't hesitate to contact Greystone Financial Services at 1619277222 to embark on a path towards financial success.

👍 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 🙂