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.
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, with the reassurance you are investing with a FTSE 100 company.
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.
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.
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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.
I have worked with Nick for some time now and always delighted with the solid advice and guidance he provides. He has helped me avoid making investment mistakes and is always happy to arrange a meeting whenever needed. He has helped me understand a lot about my finances and given me confidence with my decisions, my only regret is that I didn’t meet him years ago. He’s the financial advisor I always recommend without hesitation.
Nick supported me with my remortgage which completed in March 2023. It was great to have Nick’s help in sourcing my new mortgage. The timing wasn’t ideal with the turmoil in interest rates, but Nick helped talked through the expected movements that would effect me and find the best deal for my situation. We got the offer in place early, which allowed Nick to reassess and improve on the initial product that we went with. Overall Nick is a very calm and reassured adviser, and was on the ball throughout to make sure we got the best deal possible. 10/10 would recommend.
I recently had a meeting with Nick to discuss pensions and savings – his advice was truly tailored to my goals, which he took the time to fully understand before making any recommendations. Money is such a personal topic to discuss with strangers but by the end of our meeting, I felt extremely comfortable talking about my financial situation and sharing my fiscal ambitions with Nick. I have no hesitation in recommending him and following his advice.
I recently worked with Kirsty when buying my first home and she was absolutely brilliant! Her knowledge is outstanding and she always explained my options in a way I would understand and to allow me to make the right decisions. Her interpersonal skills are great and she was very supportive throughout the process! Fair to say that I will be using her for all future remortgages ! Thanks again for your help!
Nick Henbrey was friendly but professional. He explained options in a clear way and I felt very comfortable with how he presented them. He was not pushy and allowed plenty of time to consider what he was saying/suggesting. My situation was complex because I was acting for my mother but also still waiting on probate for my fathers Estate. I felt that Nick lifted what felt like a heavy load off my shoulders. During the process my mother also died so circumstances changed . Nick throughout remained my rock and has since provided valuable information on how best to negotiate all the rules around gifting.
I used Grayson Lewis Financial Planning to find a great mortgage so I could move home. The service was excellent, Kirsty really took the time to understand my needs and was extremely professional throughout the whole process. Couldn’t recommend them enough!
We have definitely seen a huge positive difference in our finances, it was the full money review that we had been looking for and we are financially in a better place now.
Couldn’t recommend Nick & Kirsty enough! As a first time buyer not knowing much about the process, they were incredibly helpful and kept me informed throughout the process. They were available at any time I needed any questions answering and really reassured me. I now recommend them to anyone that asks! You won’t regret using them!
Nick’s support on both financial planning and mortgage advice has been superb. He was able to work quickly to clearly provide a range of options and action the advice, while ensuring I had full understanding of any implications. He works diligently and is flexible to chat through any questions at short notice. Would highly recommend Nick and the Grayson Lewis Team.