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About Greystone Our core values are competence, transparency and honesty in dealing with clients and each other. Greystone Financial Services is an integrated wealth management group offering. Greystone Financial Services offers professional financial advice to individual, corporate, professional, medical and trustee clients alike. The Greystone culture and approach is one of fairness and flexibility. We invest in our people to enable them to maximise their individual potential; we reinforce the Greystone culture by supporting each. Greystone’s Discretionary Fund Management Services provides actively managed, cost-effective access to multi-asset portfolios designed for a range of objectives and risk profiles. VT Greystone Global Growth was finalist for Investment Performance – High Growth Portfolios section. Wealth and Money Management Awards Winner for Fund Manager of the Year 2017 – UK & Best.
Claire has been working in the financial services industry since 1998, and made the move to Greystone as a Senior Consultant in 2006. She is one of our Chartered Financial Planners, having achieved the.
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