Building long-lasting relationships
We work with individuals and families to help maximise their wealth. No matter where you are starting from, we have the experience to guide you on your next steps and over the long term.
Bespoke Service
Goals-Based Financial Planning
Through our personal and goal-based approach, we discover your values and priorities. Once we understand your financial goals, we build a cohesive plan to help you to achieve the lifestyle you want both now and for the future.
When formulating a tailored financial plan for your future, we do not focus on the numbers, we focus on your goals. It is not about how much money you have to invest, it is about what you want to do with your money. When used effectively, money is a vehicle that enables you to achieve your goals and create the life you want.
Whether you want to give your children a head start in life, help them get onto the property ladder or plan for an early retirement, our goal is to make your goals attainable through effective long-term financial planning.
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.
What to expect
What to expect when working with Grayson Lewis
If you choose to work with Grayson Lewis, we will guide you through several steps in our enquiry process that allow us to understand if we can help you and your family. What is equally, if not more important – those initial steps will give you time to decide if you would like to work with us.
This is how you can expect your journey to unfold:
A relaxed and informal chat to learn about you, your family, and your aspirations. We will discuss your financial position and any existing arrangements. With your permission, this may require us to write to your providers and request information.
We will review your current financial position and produce a plan to support your long-term goals.
We will discuss any recommendations which we feel are appropriate and together we will agree on a suitable strategy.
If you agree with our recommendations, we will implement the plan and welcome you onboard as a long-term and valued client.
Even the best laid plans require monitoring to ensure their success, this is why regular reviews are key. As your goals and circumstances change over time, we ensure your financial plan evolves too.
Private Clients
We offer a comprehensive suite of specialist services that enable affluent individuals and families to protect and grow their wealth.
Discover the exclusive benefits and bespoke solutions available to our Private Clients.
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.
