Greysmere Associates

Who We Are

Greysmere Associates Limited is an independent financial advisory firm based in Hindhead, Surrey. With over 25 years of expertise, we provide impartial and professional advice to both individual and corporate clients. We are committed to offering a high standard of service, built on trust and exceeding expectations.

Our Values

Our core values guide our actions and decision-making:

• Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
• Independence: We are not bound by any particular institution or product, allowing us to tailor our recommendations to your specific needs.
• Professionalism: We combine technical expertise with a personable approach to deliver a smooth and enjoyable client experience.

Areas of Advice

We offer a comprehensive range of services in various financial areas, including:

Wealth Management & Investments

• Retirement planning and investments
• Estate planning and wealth preservation
• Ethical investment options

Pensions & Retirement Planning

• Defined benefit and defined contribution plans
• Pension reviews and optimization
• Retirement income planning

Family Protection

• Mortgage advice and equity release
• Life insurance and critical illness cover
• Family wealth protection strategies

Business Advice

• Corporate financial planning and employee benefits
• Business succession planning
• Tax planning and compliance

Our Approach

Every client is unique, with different needs and goals. We take the time to understand your individual circumstances and aspirations before formulating a tailored plan that aligns with your objectives. We work collaboratively with you, involving you every step of the way.

Client Testimonials

"We are incredibly grateful for the guidance and support Greysmere Associates Limited has provided throughout our financial journey." - Client Name

"Their personalized approach and clear communication have been invaluable in achieving our financial goals." - Client Name