Understanding YOU, YOUR Needs, YOUR Goals

Money means different things to different people. We each have different lives, lifestyles, intentions and priorities. We, Greycoat, have a tried and tested process for finding out about you, your values, interests, relationships, assets, in fact everything that combines to determine your medium and longer term personal and financial ambitions – we call it listening.

Aspirations not only vary, but change over time as priorities alter and opportunities grow. As a Private Client, we help you organise your financial affairs, to build and manage your assets, preserving your wealth for the reasons that are important to you.

This relationship will help you maximise the opportunity to develop your wealth along your path
to financial independence.


Your plan is yours, unique to you and the life path you choose.