Greysmere Associates

Who We Are

Greysmere Associates Limited is an independent financial advisory firm based in Hindhead, Surrey. For over 25 years, we have been providing impartial and professional advice to both individual and corporate clients on a wide range of financial matters. Our dedicated team of experienced professionals are committed to understanding your individual needs and crafting tailored solutions to help you achieve your financial goals.

Our Approach

We believe in building strong, lasting relationships with our clients. We take the time to understand your unique financial circumstances, goals, and aspirations. We work collaboratively with you to develop tailored plans and strategies that align with your individual needs. Our clear and transparent communication ensure you are always informed and empowered throughout the process.

Areas of Expertise

We offer a comprehensive range of services across various financial areas, including:

Wealth Management & Investments

• Investment planning and portfolio management
• Pension planning and retirement strategies
• Ethical investing options

Family & Protection

• Mortgage advice and equity release options
• Later life planning and inheritance considerations
• Family protection planning, including wills and trusts

Business & Tax

• Business advisory and planning
• Tax planning and compliance solutions

Our Core Values

At Greysmere Associates Limited, we are driven by the following core values:

• Integrity: We uphold the highest ethical standards and maintain the trust of our clients through open communication and transparency.
• Independence: We are free from the constraints of large institutions, allowing us to provide unbiased and objective advice.
• Professionalism: We combine expertise with a friendly and approachable demeanor to create a comfortable and anxiety-free experience for our clients.

Treating Customers Fairly

We are committed to upholding the Financial Conduct Authority's "Treating Customers Fairly" (TCF) principle. This means we:

• Prioritize the needs of our clients at every stage of the process.
• Tailor our services to meet individual requirements and preferences.
• Maintain open and honest communication, providing regular updates and explanations.

Join Us on Your Financial Journey

If you are seeking professional guidance and personalized solutions to achieve your financial goals, contact Greysmere Associates Limited today. We would be delighted to schedule a consultation and discuss your individual needs in greater detail.