About us
Grayson Lewis is a forward-thinking practice for aspirational individuals, families, and business owners. We support people who take a proactive approach to financial planning and are looking for more than just investment growth.
Bespoke Service
Protect & manage your wealth
Our clients want to play an active role in their financial future. With their enthusiasm and vision, combined with our knowledge and expertise, means that together we can move the needle.
Our approach is anything but transactional. We take a long-term view to working with clients throughout every stage of life, from buying their first home through to retirement and beyond.
At the heart of everything we do is our guiding principle – integrity. Integrity is ingrained in our Co-Founders values which derives from their military and policing backgrounds. For us, integrity means putting the client and their best interests at the centre of absolutely everything we do.
Meet the Team
Directors
Advisers
Support Team
Supporting the Armed Forces
Nick Henbrey, Co-Founder of Grayson Lewis Financial Planning, served in the Royal Navy as a Submariner prior to embarking on a career in Financial Planning.
Whilst he swapped life at sea for life as a business owner, Nick very much continues to embody the values and beliefs that he held whilst serving in the Royal Navy.
When Nick launched Grayson Lewis, he was keen to ensure that he could give back to the Armed Forces community and so he signed the Armed Forces Covenant. The Armed Forces Covenant is a commitment to ensuring that those who serve or who have served in the Armed Forces, and their families, are treated fairly.
As well as signing the Armed Forces Covenant, Grayson Lewis was accepted onto the Defence Employer Recognition Scheme (ERS) as a bronze award holder.
The ERS recognises commitment and support from UK employers for defence personnel. The scheme encourages employers to pledge, demonstrate or advocate support to defence and the Armed Forces community, and encourage others to do the same.
This means Grayson Lewis is open to employing reservists, cadet instructors, and Armed Forces veterans including the wounded, sick and injured.
We are proud to be part of such an important initiative that allows us to honour fellow veterans and support those who proudly protect our nation.
If you would like to learn more about the Defence Employer Recognition Scheme, you can find information on the government website, or get in touch with Grayson Lewis.
Why St. James’s Place
Grayson Lewis Financial Planning has chosen to be a Partner Practice of St. James’s Place. As a client you will benefit from face-to-face advice, and a boutique service from Grayson Lewis. In the background St. James’s Place provide us with robust statutory controls which protect clients and their investments across all its products. They are a multi award winning wealth management provider and have recently received the City of London Wealth Management
Awards, Wealth Management Company of the Year, Winner 2023.
Investment Approach
As a client you will receive access to St. James’s Place distinctive investment approach. St. James’s Place recognises no single investment house has a monopoly on investment expertise, and they do not employ in-house investment managers. Instead, they carefully select external managers to manage their range of funds. This provides the flexibility to change managers if required, without any charges, tax consequences or inconvenience to you.
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.
Compliance
As a member of the St. James’s Place Partnership, we have access to a number of key individuals within the St. James’s Place Group. They perform an important role, supporting us behind the scenes ensuring we are operating to the appropriate standards and latest requirements.
Peace of mind
The St. James’s Place Guarantee
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.
Book an initial call
Grayson Lewis Financial Planning Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us on this form and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see our privacy policy below or or on St. James’s Place Wealth Management plc’s website which can be accessed at www.sjp.co.uk/site-services/privacy.
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.
