Insights

Established Market Presence Greystone Financial Services has been a prominent player in the UK investment management sector since 1989, indicating a strong reputation and a loyal client base that may be receptive to additional financial products and advisory services.

Focused Client Services The company offers comprehensive financial planning including investment management, retirement planning, tax mitigation, and estate planning, presenting opportunities to cross-sell diverse financial solutions tailored to high-net-worth clients.

Acquisition Backing Having been acquired by Focus Financial Partners LLC in 2008, Greystone benefits from strategic backing and potential access to expanded resources or innovative financial tools suitable for client retention and growth initiatives.

Growing Revenue Potential With an annual revenue estimated between $25 million and $50 million and a sizable workforce, there is significant scope for upselling advanced financial technologies, compliance solutions, or loyalty programs that can enhance their servicing capacity.

Tech-Enabled Services Leveraging their current technology stack, including cloud services and digital tools, offers opportunities to introduce integrated financial technology solutions, client engagement platforms, or data analytics services to improve client experiences and operational efficiency.

Similar companies to Greystone Financial Services

Greystone Financial Services Tech Stack

Greystone Financial Services uses 8 technology products and services including WordPress, Font Awesome, Google Cloud, and more. Explore Greystone Financial Services's tech stack below.

WordPress
Content Management System
Font Awesome
Font Scripts
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks
Hammer.js
Javascript Libraries
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
Onsen UI
Software Development

Media & News

Focus Financial Partners, LLC acquired Greystone Financial Services Ltd. on Jan 1st '08.
While newly-formed Connnectus has just entered the UK market, Focus first made its mark here back in 2008 when it acquired Greystone Financial Services.
Jan 05, 2021 | www.moneymarketing.co.uk

Greystone Financial Services's Email Address Formats

Greystone Financial Services uses at least 1 format(s):

Greystone Financial Services Email Formats	Example	Percentage
FLast@greystonefs.co.uk	JDoe@greystonefs.co.uk	48%
First.Last@greystonefs.co.uk	John.Doe@greystonefs.co.uk	3%
LFirst@greystonefs.co.uk	DJohn@greystonefs.co.uk	1%
FLast@greystonefs.co.uk	JDoe@greystonefs.co.uk	48%

Frequently Asked Questions

Where is Greystone Financial Services's headquarters located?

Greystone Financial Services's main headquarters is located at Greystone Financial Services, Foundation House Scott Drive, Altrincham WA15 8AB, GB. The company has employees across 2 continents, including EuropeNorth America.

What is Greystone Financial Services's phone number?

You can contact Greystone Financial Services's main corporate office by phone at

+44-441619****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Greystone Financial Services's official website and social media links?

Greystone Financial Services's official website is greystonefs.co.uk and has social profiles on LinkedIn.

What is Greystone Financial Services's NAICS code?

Greystone Financial Services's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Greystone Financial Services have currently?

As of October 2025, Greystone Financial Services has approximately 79 employees across 2 continents, including EuropeNorth America. Key team members include Head Of Multi-Asset | Investment Director: J. M.Owner: C. M.Owner: R. B.. Explore Greystone Financial Services's employee directory with LeadIQ.

What industry does Greystone Financial Services belong to?

Greystone Financial Services operates in the Investment Management industry.

What technology does Greystone Financial Services use?

Greystone Financial Services's tech stack includes WordPressFont AwesomeGoogle CloudJSON-LDHammer.jsjQuery MigratejQueryOnsen UI.

What is Greystone Financial Services's email format?

Greystone Financial Services's email format typically follows the pattern of FLast@greystonefs.co.uk. Find more Greystone Financial Services email formats with LeadIQ.

When was Greystone Financial Services founded?

Greystone Financial Services was founded in 1998.

Greystone Financial Services

Q: How many employees does Greystone Financial Services have currently?

Greystone Financial Services has approximately 79 employees.

Q: What technology does Greystone Financial Services use?

Greystone Financial Services's tech stack includes Shopify, Google Maps, WordPress, CookieYes, reCAPTCHA.

Investment ManagementUnited Kingdom51-200 Employees

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.

Company Overview

Headquarters: Greystone Financial Services, Foundation House Scott Drive, Altrincham WA15 8AB, GB
Phone number: +44-441619****
Website: greystonefs.co.uk
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1998
Employees: 51-200