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About Us

Your trusted adviser

As Independent Financial Advisers we are not limited to a few products or providers. Instead we examine the whole of the market, taking into account your overall financial circumstances, your specific requirements, tax position and attitude to risk.

Our approach to financial planning begins and ends with the most important aspect: YOU.

We will work closely with you to identify your financial goals and help you to achieve them. Circumstances, aspirations, preferences and tolerances can change over time. By maintaining regular contact with you and reviewing your circumstances we aim to ensure that your financial plans always remain relevant.

Our service includes a six-monthly valuation report  and we would recommend an annual advice meeting, which can be done over the phone, by video call or face-to-face.  You can, of course contact us via phone/email/written correspondence whenever you wish. All alterations required within your exciting investments are included in your service.

Many of our clients choose to refer their family members and we do offer family linking discounts as an additional benefit.

Our Team

Why Greaves West & Ayre?

Your needs are our needs

01

Understandable Fees

Fees will naturally depend on the services you want and the type of relationship you wish to have with us. Our initial meeting will be entirely at GWA’s expense, to establish your needs and how we can help. There is no obligation on your part to proceed further.

We will provide a full explanation of our fees at the point of engagement and prior to going ahead. Once your financial plan is in place we will continue to work closely with you and agree an your ongoing service offering.

02

Treating you Fairly

We believe in the personal approach. No matter what size your portfolio, we will treat you and your funds with great respect.

You have a right to expect financial advice that meets your needs from someone you can trust. We make sure we get to know you, your plans and aspirations. Through building long lasting relationships we ensure you receive Quality Advice Quality Service.

03

Personal Solutions

Financial planning is not always a standalone activity. Our wealth management team is supported by a large team of experienced accountants and tax specialists. This means we can provide you with the most up to date, appropriate advice for your unique situation. We are also happy to work alongside any other professional adviser you may use. We pride ourselves on offering a truly holistic approach, tailored to your individual requirements.

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