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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:-

 

Protection Needs

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  Pension Planning

Investment & Savings

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  Mortgage Finance

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