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:

01Initial Meeting

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.

02Evaluation & Analysis

We will review your current financial position and produce a plan to support your long-term goals.

03Planning Meeting

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.

05Ongoing service

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.

5 Star

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.

A. Yorston

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.

T. Burton

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.

L. Buckland

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!

S. Evans

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.

J. Winters

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!

P. Jones

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.

B. Stewart

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!

E. Foers

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.

T Harries