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