Greyfriars Asset Management LLP

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Greyfriars Asset Management LLP Profile

Greyfriars Asset Management LLP was created in 1989 by partners Chris Gladman and Bill Walker whose objective was to create a professional financial services operation which concentrated on providing a high level of service to all clients at reasonable cost. This involves much of our work being carried out on a fee paying basis and, where commissions are taken, the amount is disclosed in advance with clients often receiving the benefit of an element of this commission if the full amount available is considered excessive for the work undertaken. Most business introductions are made to Greyfriars by firms of Chartered Accountants and, having dealt with our fellow professionals over an extended period, we feel we are well equipped to provide appropriate and complementary advice to clients introduced to us. The business is now loosely divided into three areas - Self Administered Pensions, Discretionary Fund Management and a Life and Pensions section which deals with, predominantly, insured business.

Greyfriars Asset Management LLP Specialities

  • Personal Retirement Planning
  • Personal Protection
  • Healthcare Long Term Care
  • Investment and Saving
  • ISAs OEICs Unit Trusts
  • Investment Trusts
  • Taxation Planning
  • Ethical Investments
  • Stockbroking Services
  • Personal Stakeholder Pension
  • Saving for Children
  • Mortgages

Greyfriars Asset Management LLP Accreditations

  • BSc Hons in Financial Services and Associateship
  • Advanced Financial Planning Certificate CII
  • Fellow Membership CII
  • Supervision and Sales CII
  • Holistic Financial Planning CII
  • Diploma SI
  • Pensions simplification CII
  • Pensions CII
  • Retirement Options CII
  • Pensions Investment Options CII
  • Personal Investment Planning CII
  • Investment Portfolio Management CII
  • Saving and Investment CII
  • Certificate in Mortgage Advice and Practice IFS
  • Certificate in Mortgage Advice CII
  • Certificate in Lifetime Mortgage Activities CII
  • Mortgage Advice Qualification CII
  • Certificate in Long Term Care Insurance CII
  • Long term care life and health protection CII
  • Taxation and Trusts CII
  • Business Financial Planning CII

Address
The Cedars, 11 High Street
Fleckney, Leicester, LE8 8AJ
LE8 8AX

Tel - 01162404402
Fax - 01162404406

Websites and Email Contact
The website of Greyfriars Asset Management LLP is - http://www.greyfriars.co.uk

Years in Practice
The total number at this Greyfriars Asset Management LLP is 0

Female IFAs Available
There are Female IFAs Available at Greyfriars Asset Management LLP


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