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Insights

Client Retention Greystone Financial Services boasts a long-standing history, maintaining the same Directors and a significant number of staff since its establishment in 1989. This continuity demonstrates strong client relationships and loyalty, presenting an opportunity to leverage trust for upselling and cross-selling financial products and services.

Market Expansion Recent acquisition by Focus Financial Partners Inc in 2008 provides an indication of Greystone Financial Services' capacity for strategic partnerships. Leveraging the backing of a larger entity opens doors for market expansion, tapping into new segments and enhancing the company's sales reach and potential.

Technological Advancements With a tech stack including Google Cloud and W3 Total Cache, Greystone Financial Services exhibits a commitment to innovative technology. This focus on leveraging advanced digital tools creates an opportunity to attract tech-savvy clients, positioning the company as a provider of cutting-edge financial services.

Competitive Landscape In a market with similar companies like Bellpenny and True Potential LLP, Greystone Financial Services' emphasis on personalized financial planning sets it apart. Highlighting tailored solutions and superior customer service can differentiate the company, attracting clients seeking bespoke financial advice and solutions.

Revenue Potential With a revenue ranging from $10M to $50M, Greystone Financial Services demonstrates solid financial health. This financial stability indicates potential for significant revenue generation, providing a strong foundation for pursuing high-value sales opportunities and investment in growth strategies.

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Greystone Financial Services Tech Stack

Greystone Financial Services uses 8 technology products and services including W3 Total Cache, Typekit, Twitter Emoji (Twemoji), and more. Explore Greystone Financial Services's tech stack below.

  • W3 Total Cache
    Caching
  • Typekit
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Hammer.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages

Media & News

Greystone Financial Services's Email Address Formats

Greystone Financial Services uses at least 1 format(s):
Greystone Financial Services Email FormatsExamplePercentage
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
48%
First.Last@greystonefs.co.ukJohn.Doe@greystonefs.co.uk
3%
LFirst@greystonefs.co.ukDJohn@greystonefs.co.uk
1%
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
48%

Frequently Asked Questions

Where is Greystone Financial Services's headquarters located?

Minus sign iconPlus sign iconGreystone Financial Services's main headquarters is located at Greystone Financial Services Foundation House Scott Drive, Altrincham WA15 8AB GB. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is Greystone Financial Services's phone number?

Minus sign iconPlus sign icon You can contact Greystone Financial Services's main corporate office by phone at
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+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?

Minus sign iconPlus sign iconGreystone Financial Services's official website is greystonefs.co.uk and has social profiles on LinkedIn.

How much revenue does Greystone Financial Services generate?

Minus sign iconPlus sign icon As of August 2024, Greystone Financial Services's annual revenue reached $35M.

What is Greystone Financial Services's NAICS code?

Minus sign iconPlus sign iconGreystone Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Greystone Financial Services have currently?

Minus sign iconPlus sign iconAs of August 2024, Greystone Financial Services has approximately 81 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Head Of Multi-Asset | Investment Director: J. M.Chairman: K. T.President: M. G.. Explore Greystone Financial Services's employee directory with LeadIQ.

What industry does Greystone Financial Services belong to?

Minus sign iconPlus sign iconGreystone Financial Services operates in the Financial Services industry.

What technology does Greystone Financial Services use?

Minus sign iconPlus sign iconGreystone Financial Services's tech stack includes W3 Total CacheTypekitTwitter Emoji (Twemoji)Google CloudHammer.jsjQuery MigrateWP EnginePHP.

What is Greystone Financial Services's email format?

Minus sign iconPlus sign iconGreystone Financial Services's email format typically follows the pattern of . Find more Greystone Financial Services email formats with LeadIQ.

When was Greystone Financial Services founded?

Minus sign iconPlus sign iconGreystone Financial Services was founded in 1998.
Greystone Financial Services

Greystone Financial Services

Financial ServicesAltrincham, United 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.

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Section iconCompany Overview

Headquarters
Greystone Financial Services Foundation House Scott Drive, Altrincham WA15 8AB GB
Phone number
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+44-441619****
Website
greystonefs.co.uk
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Greystone Financial Services's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Greystone Financial Services's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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