Clarity is everything when planning for your future
Making the best choices for you and your family can be confusing. However, with the right financial planning, you can take control and achieve levels of security that give you the freedom to enjoy life.
Grayson Lewis works with clients across the UK on a long-term basis. Everyone has different starting points and different end goals. For that reason, we provide a bespoke service to support you in achieving your long-term ambitions.
How we can help you
When working together we first seek to understand your values and lifestyle ambitions. Our approach to financial planning is about building the life that you aspire to live. Once we understand what you value most in life and your vision for the future, we can put together a tailored financial plan to help make that vision become reality.
Building & Preserving Capital
Retirement Planning
It is never too early to begin planning for retirement. The sooner you get started, the more flexibility and options you could have in later life. We support clients throughout different stages of their retirement planning journey, from accumulation to decumulation.
Building & Preserving Capital
Investment Planning
Whether your goal is to invest for long term growth, or to generate an income, we will create the appropriate investment strategy. Equally important, we will consider this alongside tax efficiency with a bespoke solution.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Managing Cash & Borrowing
Mortgages
The world of mortgages and interest rates can be unpredictable and complex. We aim to offer clarity and reassurance by finding the best mortgage solution for you. We will guide you through the process from start to finish, ensuring you feel supported every step of the way.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Protection
Inheritance Tax Planning
HMRC raised £7.1 billion from inheritance tax in financial year 22/23*. Despite this, inheritance tax is also known as the voluntary tax. Through careful planning we help our clients reduce their tax liability or mitigate it entirely, preserving their wealth for future generations.
* Source: www.gov.uk Tax receipts annual bulletin
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
Protection
Protection Planning
Life can be uncertain, and things can change in an instant. Whilst no one knows what tomorrow may bring, we can help protect you against your unknown future and provide peace of mind for you and your family.
Protection
Business Protection Planning
Running a business is not for the faint of heart, it takes a lot of grit and determination to navigate the risks and challenges. Some of these risks can be alleviated with the correct protection in place, keeping the business on track should the worst happen.
Trusted and tailored financial advice
At Grayson Lewis we are forward thinking and committed to our craft and our clients. We want to work with like-minded individuals, families and business owners who are equally committed to their financial planning needs and outcomes.
Business Owners
Business owners have a distinct set of financial objectives, priorities and responsibilities that are intertwined between their corporate finances and personal wealth. We work with business owners to achieve the appropriate balance.
Individuals & Families
When working with individuals and families, we understand what stage of life they are at and help them to plan for the big moments and milestones. Whether they are getting on the property ladder, starting a family, or approaching retirement, we are on hand to support you in making sound financial decisions.
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Client stories
As a business, we are committed to quality and delivering exceptional client outcomes. Please read some of the kind feedback we have received from our clients.
