Greaves Financial Services

Our Vision

Our objective is to help our clients achieve their short, medium, and long-term financial goals through personalized financial plans built upon trust and professionalism. We are committed to providing ongoing support and guidance, ensuring our clients receive the highest standards of service every step of the way.

Who We Are

Greaves Wealth Management is a trading name of Greaves Financial Services Limited, a registered company in England and Wales (Number 07390414). We are an Appointed Representative of St. James's Place Wealth Management plc (authorized and regulated by the Financial Conduct Authority) and represent them in providing wealth management services.

Our Expertise

We offer a comprehensive range of services to cater to your individual needs, encompassing:

**Building & Protecting Wealth

• Asset planning and allocation
• Retirement planning
• Tax planning and mitigation
• Inheritance and estate planning

**Growing Wealth

• Investment planning and execution
• Portfolio management
• Equity and bond trading

Preserving Wealth

• Risk management strategies
• Insurance planning
• Legacy planning

Client-Centric Approach

We believe in building strong, long-term relationships with our clients. Our approach is tailored to your personal circumstances, goals, and risk tolerance. We take the time to understand your needs, aspirations, and concerns before creating a customized plan that aligns with your unique vision for the future.

Our Commitment

We are dedicated to providing our clients with:

• Transparency: Clear and concise explanations of our processes and investment strategies.
• Accessibility: Regular communication and ongoing updates on your financial plan.
• Collaboration: Working in partnership with you to review and adapt your plan as your needs and goals evolve.

Working with St. James's Place

St. James's Place is a leading UK wealth management firm with a rich history of over 30 years. By partnering with SJP, we have access to:

• A team of highly skilled and experienced investment managers.
• A diverse range of investment funds and products.
• Robust compliance and governance frameworks.