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Greyfriars Asset Management LLP

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Greyfriars Asset Management LLP

Mission statement:

Treating Our Clients Fairly

We recognise that our clients and our reputation are two of our most important assets. We have built our business on a strong culture of openness and fairness towards our clients. When we say "we take responsibility for our clients' affairs" - we underpin this with the best service standards we can offer and a willingness to go that extra mile for each and every one of our clients.

In support of our aims have developed a statement of six Key Principles to which we will always try and adhere.
We will always give our clients the service and support that we have led them to expect.
We will always aim to offer our clients appropriate products targeted to meet their needs with clear explanation of alternatives.
We will always aim to provide clear explanations of the supporting literature, interpret the small print and provide ongoing support and advice during the policy year.
We will do our best to resolve mistakes affecting our clients as quickly as possible.
We will try to be clear and not misleading in all our client communications.
We will act with integrity, flexibility and consideration towards our clients.

Overview:

We are a completely independent firm and we are authorised, and regulated, by the Financial Conduct Authority (FCA). We wear many hats. We are Discretionary Fund Managers, we can set up and run our own Self-Invested Personal Pensions (SIPP‘s) and Small Self-Administered Pension Schemes (SSAS’s) and we are Independent Financial Advisors (IFA’s).

History:

Founded in 1989 by Chris Gladman and Bill Walker (senior partners).

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