Greystone FS Avis 

We've been receiving pension advice from Dan Shread at Greystones. We cannot recommend Dan highly enough.

His knowledge and professionalism is exceptional, but what really makes him stand out is the amount of time, effort, and dedication he gives to his clients.

He has gone far above and beyond our expectations, always making himself available to answer questions and, explaining everything clearly.

At every step, we felt that Dan genuinely cared about achieving the best possible outcome for us and we knew we were in safe hands.

We cannot recommend him highly enough. If you're looking for someone who combines exceptional expertise with genuine compassion and integrity, Dan is that person.

I lost my job in 2017 and I wanted to plan for my future, I spoke with Daniel and he explained everything and reassured me everything would work out. The fund he recommended for me has been working well. I’ve been taking some tax free cash out and up to now the fund has made everything I’ve taken out back and more so I’m happy how things are going and I understand how pensions work now whereas I wasn’t fully aware before. I would highly recommend Greystone FS as a company to work with and Daniel as a great adviser.

Having just retired from work after more than 40 years, I need to highlight the advice and support we received from Greystone, and in particular Hazel Diamond, (very ably assisted by Emma Hasford), which has been invaluable.
Retiring is never going to be an easy step to take, but Hazel’s knowledge in guiding us through our options, and unwavering patience to answer questions, which in turn helped inform the decisions we made, were priceless and made the whole thing easier.
Hazel’s friendly approachable manner, means I would recommend that anyone in the same situation give her a call. Thank you very much.

Daniel Shread is extremely knowledgeable and helped us understand our pensions and work out a plan to work towards retirement. Highly recommend for financial advice.

We had an appointment with Daniel Shread to look into our finances with pensions and savings.
We must say he was very friendly, reassuring and knowledgeable which enabled us to make informed decisions for our future.
We would highly recommend Daniel to anybody that requires financial advice.
A really nice guy.

The help and advice I received from Daniel Shread went above and beyond and was a total breath of fresh air in an often confusing market.

We first met Helen some 17 years ago at a pre retirement course. There were other financial advisors in attendance but only Helen stood out.
She has looked after our financial affairs ever since and we have had no complaints.
We met on a regular basis to discuss the current situations and we look on Helen as part of our family.
I would recommend Greystones and in particular Helen to anyone.

Thanks to Greystone, I now receive roughly 35% more from my employee pension plan than I would have received had I taken it directly from the pension plan itself. There was a clause which meant I had to take the spouse pension option, even though I was widowed.

I have been with Greystone for over 25 years, and been guided through many different situations, Sarah has always taken time to explain a variety of different circumstances, giving me choices and sound advice. Sarah has been so professional and trustworthy, I honestly don’t know what my retirement would have looked like without her.

I have used Helen for years and would highly recommend

I have been with Greystone since 2016 , This is when I first met Helen my financial advisor. Helen is very professional and has been excellent at advising me with my investment and always being kept up to date . She also likes to get to know you and your family which is lovely as not many people take the time to do this. I Would highly recommend Helen and Greystone for all your investment and finances.

Greystones have given me good and sound advice from 1985 when I joined NIG.
I have no complaints at all. I would endorse recommend them to friends if required.

Andy B.

I have been a client of Greystone for over 30 years. They have given consistent, professional advice throughout that time and as my investment needs have changed. I have found they really listen and respond to my objectives, finding the right strategies to meet them. Most recently Dan has advised my wife and I on options as we enter the next stage of our retirement. He listened to what we wanted to achieve and came up with some great ideas and advice on a plan that works for us, and I would confidently recommend Greystone.

As I approach my Retirement in the next few years , after checking through my history and seeing the various Companies I've worked for plus all the changes to various Pension Companies , I was anxious how the complex nature of all the different components would come together to provide a Pension in my Retirement .
Greystone , and in particular , Helen Williamson , has combined all of these different components into a simplified and easy to understand Portfolio , so I know what I have available at any given time .
I believe Trust is vital in dealing with Pensions and Finance , I've known Helen Williamson for several years and have always been impressed by her knowledge , sincerity and approachability , in the important world of Pensions I wouldn't have any concerns in recommending Greystone/Hellen Williamson to my family and friends .

I have been with Greystone for approximately 3 years, after transferring my company pension scheme to a SIPP pension scheme.
The help I’ve received from Greystone throughout my transfer journey has been extremely good, and very reassuring.
The team that have assisted me (Kastur, Claire & Fran) have been the most professional and helpful people I could have wished for. Their guidance has been brilliant during the whole process, and as a result I wouldn’t hesitate to recommend Greystone.
The entire team have made the road to my retirement so much clearer.
Thank you Greystone… and my above mentioned ‘super team’.
Adrian Bird

I have been a Greystone client for many years, both prior to and following my retirement. Throughout that time Eamonn has been my principal advisor. The relationship is extremely professional and based on providing a very personal service to match the needs of the individual. Regular reviews are held, including personal meetings with my investment manager to ensure that investment and pension advice remains appropriate as circumstances change.
I would recommend Greystone highly.

I have been a client since my retirement in the 90’s. The excellent advice gave my late wife & I the opportunity to travel a great deal to avoid UK winters whilst still generating income to fund our retirement & later fund care for my wife through 3 years of cancer treatment. Helen has continued to supply excellent support & advice through the past 10yrs since the loss of my wife. Excellent service throughout! Phil.

Yet again, an immediate response to all my enquiries & queries. All with a great personal service, for the many years I have been with Greystone FC & my advisor.

The advise and service provided by Greystone is always professional, accurate, beneficial
and always delivered in a friendly manner. Greystone treat you as part of the family and not just as a customer.

I have been with Greystones for 6 years now, Kastur and the team have steered me through the transfer of my pension and have given me the advice i need to manage my finances and investments helping make the most of opportunities and advising where changes need to be made. I would certainly recommend their services.