LeadIQ logo
Learn more at LeadIQ.com

Insights

Established Market Presence Greystone Financial Services has been a leading player in the UK investment management sector since 1989, demonstrating stability and a strong reputation that can be leveraged for upselling advanced financial products or premium advisory services.

Strong Client Base With a diverse client portfolio seeking investment, retirement planning, and estate solutions, there are opportunities to cross-sell tailored financial planning tools, advanced wealth management solutions, and tax mitigation services.

Recent Acquisition Backing Being part of Focus Financial Partners since 2008 provides potential access to a broad network of financial services and resources, facilitating strategic partnerships or collaborative service offerings for growth.

Technology Stack Adoption Utilization of modern digital tools like Google Cloud, WordPress, and JSON-LD indicates openness to digital engagement, paving the way for targeted marketing campaigns, client portals, and innovative tech-driven financial solutions.

Financial Scale and Growth Generating revenue between $25 million and $50 million, Greystone offers significant sales opportunities for value-added products, enhanced advisory services, and technology integrations tailored for established financial firms.

Similar companies to Greystone Financial Services and Wealth Management

Greystone Financial Services and Wealth Management Tech Stack

Greystone Financial Services and Wealth Management uses 8 technology products and services including WordPress, MySQL, Twemoji, and more. Explore Greystone Financial Services and Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps

Greystone Financial Services and Wealth Management's Email Address Formats

Greystone Financial Services and Wealth Management uses at least 1 format(s):
Greystone Financial Services and Wealth Management Email FormatsExamplePercentage
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
49%
First.Last@greystonefs.co.ukJohn.Doe@greystonefs.co.uk
2%
FLast@greystonefs.co.ukJDoe@greystonefs.co.uk
49%

Frequently Asked Questions

Where is Greystone Financial Services and Wealth Management's headquarters located?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management's main headquarters is located at Scott Drive Altrincham, Trf United Kingdom. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is Greystone Financial Services and Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Greystone Financial Services and Wealth Management'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 and Wealth Management's official website and social media links?

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

What is Greystone Financial Services and Wealth Management's SIC code NAICS code?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Greystone Financial Services and Wealth Management have currently?

Minus sign iconPlus sign iconAs of March 2026, Greystone Financial Services and Wealth Management 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.Owner: R. B.. Explore Greystone Financial Services and Wealth Management's employee directory with LeadIQ.

What industry does Greystone Financial Services and Wealth Management belong to?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management operates in the Investment Management industry.

What technology does Greystone Financial Services and Wealth Management use?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management's tech stack includes WordPressMySQLTwemojiGoogle CloudJSON-LDTweenMaxjQuery MigrateGoogle Maps.

What is Greystone Financial Services and Wealth Management's email format?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management's email format typically follows the pattern of FLast@greystonefs.co.uk. Find more Greystone Financial Services and Wealth Management email formats with LeadIQ.

When was Greystone Financial Services and Wealth Management founded?

Minus sign iconPlus sign iconGreystone Financial Services and Wealth Management was founded in 1998.

Greystone Financial Services and Wealth Management

Investment ManagementTrf, 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.

Section iconCompany Overview

Headquarters
Scott Drive Altrincham, Trf United Kingdom
Phone number
+44-441619****
Website
greystonefs.co.uk
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Greystone Financial Services and Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Greystone Financial Services and Wealth Management's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    J. M.
    Head Of Multi-Asset | Investment Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Chartered Financial Planner / Associate Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Associate Director
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    N. A.
    Group Md
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. P.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. D.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Office Manager
    Phone icon
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.