Your independent financial advice begins here

Let’s take the first step together to achieve your financial goals.

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Developing a Personal Service

Greaves Wealth Management is based in Sheffield. It’s highly regarded founder; Peter Greaves has almost 30 years’ experience of successfully managing private and corporate client’s financial affairs, advising clients since 1993.

Greaves Wealth Management create, build and preserve wealth on behalf of discerning individuals and businesses to help them achieve their desired lifestyle and financial objectives and pride themselves on building strong relationships with each and every client. Specialising in retirement planning, investment for growth, tax efficient investment and life assurances.

360 Financial Solutions

Explore What We Do

We are pleased to be able to offer 4 key service options for clients with the options for total flexibility to bespoke the service should your needs require.

Private Clients

Investments
Retirement Planning
IHT Planning
Life Assurance
Tax Efficient Investing

Corporate Clients

Employee Benefits
Shareholders & Key Man Protection
IHT Planning
Group Pension Schemes
NEST Advice

Professional Partnerships

Working alongside Accountants and Solicitors
Referrals
Joint Ventures

Mortgage Advice

Mortgage Advice
First Time Buyers
Remortgages
Buy to let
Equity Release
Commercial

Meet The Team

Peter Greaves

Director

Julie Alexander-Hudson

Office Manager

Rosie Rowley

Office Administrator

Our steps to success

Our Financial Advice Process at Each Stage

We like to keep it simple. Greaves Wealth management follows a carefully designed financial planning process so you know exactly what is happening at every stage.

01

Engagement

Identify your needs and objectives.
We will arrange an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives and answer any questions

02

Discovery

Gather Information

We will work with you to fully understand your objectives and develop these into well defined goals, gathering your financial information to provide a comprehensive plan.

03

Research & Analysis

Prepare an analysis of your situation.
Once your objectives are agreed, we will work with you to complete a Personal Financial Plan. This written report provides an analysis of your current financial position and identifies any areas to develop and act upon.

04

Plan Presentation

Develop an action plan.
Once we’ve constructed your Personal Financial plan, we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated objectives.

05

Implementation

Plan Implementation

Now it’s time to put the plan into action. You can rest assured in the knowledge that we will be taking care of the necessary steps to turn your plan into reality.

06

Ongoing Service & relationships

Monitoring your progress
We will review your personal financial plan to make sure it is on track with your objectives. Reviews will take account of any changes in your circumstances, financial market conditions and relevant legislation.

get in touch for a no obligation
financial review

What People Say About Us

Client Testimonials

You Deserve the best Financial Advice

with nearly 30 years of experience

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