Greaves Wealth Management provides high quality and professional financial planning services. We offer clearly deﬁned products, a transparent fee structure
and an effective service proposition.
Our core values ensure that we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. Our client’s best interests are always at the heart of the business.
Professional financial advice can add significant value to individuals and we offer a comprehensive ongoing review service designed to create real value for our clients. Our aim is to financially plan, working alongside you to review those plans and do our utmost to assist in achieving your goals. Too often a product solution is right at the time of purchase but becomes less than ideal over time. Our service is designed specifically to ensure that reviewing is central to achieving the goal.
Greaves Wealth Management’s 3 key principles centre on honesty, transparency and service:
Open and honest with you at all times – we believe that honesty is the best policy.
Act with transparency and integrity in everything that we do – our reputation depends on it.
Deliver on our service promises to you, ensuring that we do what we say we will do
Peter Greaves holds an Industry recognised ‘Statement of Professional standing’ ensuring that current qualifications and ongoing professional development are kept up to date on an annual basis.
As Independent Financial Advisers, we offer impartial advice with a range of fee options – whatever the choice it will be openly discussed and agreed with you before any cost-based work is commenced. Greaves Wealth Management offers clients an initial meeting to understand your needs and objectives, and to agree with you whether or not our services will be of assistance going forward. This meeting usually lasts for around an hour, at no cost to you. Fees incurred for our professional services will depend on the services you require, the type of relationship you will have with us and the amount of work you would like us to undertake, as our aim is to work alongside you for many years and review your plans regularly, ensuring that all costs are fully transparent.
Under the regulatory regime in the UK, we have chosen to become an appointed representative of George Square Financial Management Ltd as we wish to operate under an ‘economies of scale’ mentality ensuring that where efficiencies can be obtained they are utilised for the beneﬁt of all. Our client agreement which is provided at our first meeting offers greater detail of what this means to you our client.