Insights

Established Reputation Greystone Financial Services, with its long-standing history since 1989 and highly regarded status, presents an excellent sales opportunity based on its established reputation in the UK financial market.

Client Diversification With clients seeking diverse financial planning services such as investment, retirement planning, taxation, and estate planning, there is a broad spectrum for sales engagement across various financial needs.

Recent Acquisition Following its acquisition by Focus Financial Partners, LLC in 2008, Greystone Financial Services is likely to experience strategic changes and expansion opportunities that could open new avenues for sales partnerships and collaborations.

Tech-Enabled Services Utilizing a tech stack that includes Google Cloud, jQuery, and Google Analytics, Greystone Financial Services demonstrates a commitment to innovation and digital transformation, offering potential clients modern, tech-enabled financial solutions.

Competitive Positioning In comparison to similar companies like Bellpenny and True Potential LLP, Greystone Financial Services' revenue bracket places it in an advantageous position for potential sales growth, showcasing its potential as a lucrative business partner in the financial services sector.

Similar companies to Greystone Financial Services

Greystone Financial Services Tech Stack

Greystone Financial Services uses 8 technology products and services including Open Graph, Twitter Emoji (Twemoji), Google Cloud, and more. Explore Greystone Financial Services's tech stack below.

Open Graph
Content Management System
Twitter Emoji (Twemoji)
Font Scripts
Google Cloud
Infrastructure As A Service
TweenMax
Javascript Frameworks
Hammer.js
Javascript Libraries
jQuery
Javascript Libraries
Bootstrap
UI Frameworks
Google Analytics
Web Analytics

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 3 continents, including EuropeNorth AmericaAsia.

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.

How much revenue does Greystone Financial Services generate?

As of May 2025, Greystone Financial Services's annual revenue reached $35M.

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 May 2025, Greystone Financial Services has approximately 80 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Head Of Multi-Asset | Investment Director: J. M.Owner: C. M.President: D. K.. 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 Open GraphTwitter Emoji (Twemoji)Google CloudTweenMaxHammer.jsjQueryBootstrapGoogle Analytics.

What is Greystone Financial Services's email format?

Greystone 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?

Greystone Financial Services was founded in 1998.

Greystone Financial Services

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