Greystone Financial Services - Altrincham

Greystone Financial Services, located at Address: Foundation House, Hale, Altrincham WA15 8AB, United Kingdom, is a well-established financial institution. They can be reached at Phone: 1619277222 or through their website greystonefs.co.uk.

This company specializes in providing financial consultant services. Their expertise and professionalism have made them a trusted name in the financial industry. They are equipped to handle various financial needs, making them a comprehensive financial institution.

Greystone Financial Services is committed to accessibility and convenience. They offer online appointments for those who prefer virtual meetings. For those who prefer in-person meetings, they provide onsite services. The location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can visit comfortably.

Their office hours require an appointment, ensuring that each client receives the necessary time and attention. Other amenities include a restroom for all visitors.

Client feedback is a crucial aspect of Greystone Financial Services. They currently have 14 reviews on Google My Business, reflecting the quality of their services. The average opinion: 5/5 highlights their commitment to client satisfaction.

Reviews of Greystone Financial Services

Sue Jones

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.

Lynne Nicholson

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

Paul Masters

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.

martin dempsey

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.

Andy Nicholls

5/5

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

Anthony Parkins

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 Slaney

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 ruth

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 🙂