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As independent financial advisers we help you take control of your finances by organising and managing your financial affairs to best suit your individual circumstances and requirements. We provide a financial planning service for individuals and small businesses that is structured and tailored to your needs and our areas of expertise include:-
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Protection Needs |
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Pension Planning |
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Investment & Savings |
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Mortgage Finance |
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Retirement Options |
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Estate Planning |
We adopt a stepped approach to the financial planning process which enables you to stay in control throughout and helps you make informed decisions. We charge for the advice we provide and any work carried out on your behalf but we are flexible in the way we are paid for our services.
An initial consultation is without cost or obligation which means that taking the first step towards achieving your financial goals is as easy as picking up the telephone.
Our contact details are:-
Greycoat Financial Services
205 Victoria Street
Westminster
London
SW1E 5NE
Tel: 020 7821 2420 · Fax 020 7828 1188
Greycoat Financial Services is authorised and regulated by the Financial Services Authority