Greystone FS Reviews 

Paul Heap and more recently Mark Hird Jane given me thoughtful advice and reliable service for more than thirty years.

Kastur and her team have been managing our funds for several years now and we are delighted with the service we have received. We get a comprehensive Annual review and report and they are always available to discuss any concerns or answer queries we may have. Furthermore, we always feel listened to and our wishes taken into account. The team are always professional but extremely approachable, friendly and personable. We would have no hesitation in recommending them to others and look forward to doing business with them for many years to come.

I have been with Greystones for about 5 years and my investment is doing well. I have always found the information and advice from Kastur and her team really helpful. I would not hesitate in recommending their services.

We have been with Greystones for over 12 years and Claire has been managing our affairs during this time. Her service has always been excellent and very professional. We have great confidence in both Claire and the team to continue to manage our finances for the foreseeable future.

The team have looked after me for nearly 40 years which says a lot about their service. For many years Claire has been my adviser. Naturally she is a consummate professional, explaining complex information simply, and ensuring I explore appropriate options. Nothing is too much trouble. However, what sets her apart is that she 'gets' me and my family. Not only does this enable her to offer the right personalised advice, but also takes away any stress. I regularly recommend Claire - indeed someone I recently suggested contact her sent me an email today to thank me for a 'brilliant find'.

Kastur Sojitra has managed my pension and other investments for the past 10 years from recommending a SIPP at the outset, investing my funds with the AJ Bell platform to subsequent annual reviews and financial advice. Kastur has always been available when I needed to speak to her and her support team, mainly Fran and Claire have also been excellent. My investments have grown well over that period despite the various shocks to the financial world in recent years. I have no hesitation in recommending Greystone

Been with Greystones since 2020 they tranfered my works pension into a drawdown dealing with Kastur and her team who have been extremely helpful, professional and always pleasure to talk to.
I was reccomended the company and specifically Kastur by over 12 different work friends who are also with them. They deal /
advise with all the complicated paper work that can come up with a transfer since being with them I've had no issues with the company / Kastur managing the fund l was that pleased I asked Kastur also transfer my wife's pensions into one and buy an annuity for her which is what my wife wanted. I can not recommend Greystones enough a company to trust in my opinion.

My portfolio has been looked after by Kastur now for about 7 years and it has grown very nicely over that period. Kastur reviews my situation on a regular basis and is always on hand, providing an exceptionally professional and friendly approach. The back up service from the likes of Fran and Claire is also first class. I could not speak more highly of the team and would not hesitate in recommending them to anyone looking for such a service.

Greystone (Kastur Sojitra and her team) having been looking after our SIPP and other financial matters for over five years now. The investment guidance, general advice and subsequent retirement advice have been invaluable to us. Kastur and her team are always there for us at the end of a phone or an email away and contact us regularly with updates and performance analysis and are always available. We would not hesitate to recommend their services. The friendly professional approach to dealing with us and in fact all their clients is second to none and we can not recommend them highly enough. We have in fact recommended them to friends who are also very impressed with the services they have received.

For two years now Greystones have been handling my finances, a subject that is always worrying to talk about. But for those two years I have never felt more at ease when I have my reviews with the members of the Greystone team. They are very polite understanding and very aware of the sensitivity of this subject. They have always been informative of any improvements I can make to my funds and always direct me in the right direction. Their knowledge of this subject is incredible.

I've been with Greystone for seven years. My investment has done well, they are so easy to deal with, and their customer service is first class. I would definitely recommend them.

Helen Williamson and the team at Greystone have looked after my investments for several years now, and I have always found her to be friendly, engaging and professional. I would definitely recommend Greystone fs to anyone looking for investment advice.

Superb- Helen is always friendly , patient and very knowledgeable!

Helen, Hazel and Emma always provide first rate customer service with a really friendly approach. It's a pleasure to deal with Greystone FS. Thanks for the support over many years!

Helen Williamson and her team have advised my wife and I for many years now.She visits us to review once a year but is always available by phone or text.Her advice has always been truthful and honest, we would recommend Helen and her team to anyone.

The reviews that I have read capture perfectly my own feelings and experience concerning the professionalism of Claire Finch and her team. I always look forward to her visiting me for our annual review of my affairs during which I have found her advice to be supportive and clear I have no hesitation in placing my trust in Claire and her recommendations. Thank you Claire and Greystone. Janet Hatton

Helen Williamson has been my Financial Advisor at Greystones for many years. She is always professional, friendly and knowledgeable and ready to help at all times. I have received excellent advice on planning my finances for the future and I highly recommend Helen and Greystones.

Claire Finch and her team at Greystones have been exceptionally professional, trustworthy and are specialists in their field for financial advice. My father has been with Greystones for well over 20 plus years. As LPA for my father - myself and family members had very little experience with any financial portfolios previously. Since my fathers need for a care home and acting as LPA on his behalf, Claire has guided and supported myself and family members through difficult times and made the necessary arrangements to support my father’s finances. Any questions / queries (no matter how small) have been answered the same day and the recommendations made have been clear, precise and honest. I would absolutely recommend Greystones for any Financial support / advice and Claire Finch is a credit to their company.

I've now been with Greystone for over 20 years. The company has done a great job investing my portfolio wisely and successfully. The people are all great and very helpful.

We have been dealing with Helen Williamson for the past 6 years as a financial advisor, her and her team have offered excellent advice and have always been available to help when required. We have found Helen to always be professional, friendly and knowledgeable and would highly recommend Greystone and Helen to anyone requiring financial advice.