Greystone Financial Services
Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK. We are led and managed by the same Directors and employ many of the same staff who have been with the company since it was founded. Our clients come to us with a diverse range of financial planning needs, including the desire to invest, plan for their retirement, mitigate taxation and estate planning.
7-day free trial · no credit card
Verified contacts
69
available on Kipplo
LinkedIn employees
80
51 to 200 range
Open roles
—
no listings
Distinct roles
40
indexed titles
Tech stack
1
tools in use
Monthly traffic
12
organic / mo
Sign up free to see all 69 verified contacts at Greystone Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
69 contacts with verified email or phone · masked until revealed.
- JM
James Menzies
Head of Multi-asset Investment Director · General Business & Management
EmailPhone - MH
Mark Hird
Associate Director · General Business & Management
EmailPhone - NP
Neil Peden
Director · General Business & Management
EmailPhone - PH
Paul Heap
Director · General Business & Management
EmailPhone - SL
Simon Lomas
Director · General Business & Management
EmailPhone - DB
Denise Beswick
Client Services & Operations Manager · Customer/Client Service
EmailPhone - HW
Helen Williamson
Ifa & Personal Injury Specialist · Legal
EmailPhone - KS
Kastur Sojitra
Retirement and Pension Transfer Specialist · Finance & Accounting
EmailPhone - TC
Tracey Carse
Office Manager · Operations
EmailPhone
Showing 9 of 69 verified contacts
Top roles at Greystone Financial Services
40 distinct titles indexed · top 10 shown.
- 8chartered financial planner
- 6paraplanner
- 4investment analyst
- 4senior paraplanner
- 3director
- 3paraplanning assistant
- 2administrator
- 2assistant accountant
- 2financial administrator
- 2financial adviser
- +30more titles
Sign up to unlock all 69 contacts at Greystone Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 69 verified contacts at Greystone Financial Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.