- Once your goals are understood
and financial plans tailored to your needs, we introduce the structure
to follow them. - We'll help you to understand
what hearsay, news, publicity might
confuse, building strength through
trust in your conviction. - It's your life, your money, your goals. What we do is listen, understand and help you to achieve the financial
lifestyle you deserve. - Our commitment to Greycoat Clients
is professional, personal and realistic,
investing our time in your future.
Delivering the Financial Solutions
to support YOUR Lifestyle Plan
In creating your Wealth Management Plan with you and documenting the steps required to deliver it,
Greycoat as Independent Financial Advisors will provide and implement any other strategies we agree
that you may need. These could include the following:
Protecting your Family
To ensure that in the event of you or your partner’s death or the diagnosis of a critical illness, your family has enough money to provide for their on-going financial needs.
Protecting your Income
To ensure you have enough money to meet your monthly requirements should you be unable to work for a prolonged period due to an accident or illness and cover private medical needs.
Debt Management
To review and rationalise your borrowings, mortgages, loans etc.
Regular Savings
To ensure you have sufficient funds to provide for expected and unexpected future events.
Capital Investment
The opportunity to optimise the returns from your investments in the most tax efficient way, either for growth, income or a combination of the two.
Planning for Retirement
To ensure that you and your partner make the right choices enabling you to retire when you want and with sufficient income in retirement to afford the lifestyle you deserve.
Lifestyle in Retirement
To use the assets you've built in your working lives carefully to keep you comfortable, active and essentially carefree during a long and healthy retirement.
Long Term Care
To ensure you can afford the help you may need in old age, in either your own home or a suitable care home.
Estate Tax Planning
To plan how to reduce any liability to inheritance tax in order to maximise the value of your estate for the people who are important to you.
Tax Planning
To ensure that your money is invested in a tax efficient way.