Private Clients

With greater wealth comes greater complexity. Grayson Lewis supports clients as they navigate the challenges and responsibilities that come with affluence.

As a Grayson Lewis Private Client, you will gain access to the St. James’s Place Private Client division. St. James’s Place is one of the largest wealth management groups in the UK, and one of the leading sources providing trusted and tailored advice.

Benefit from the widest range of services

Our Private Clients have far-reaching and complex ambitions and motivations that require bespoke solutions. We offer a comprehensive proposition enabling our clients to protect and grow their wealth, maintain their lifestyle, and carefully shape their family’s future through succession and estate planning.

As a Private Client your key relationship will remain with Grayson Lewis. In addition to the expertise on offer with Grayson Lewis, our Private Clients gain exclusive access to a panel of experts from the St James’s Place Private Client division. 

We work together in tandem to deliver the best client outcomes. This approach ensures that no stone is left unturned when formulating our recommendations for your wealth. We can offer everything that a successful client, family, or business needs, delivered under one roof with a single point of contact.

Exclusive Benefits

Exclusive benefits & bespoke services

As a Private Client you will gain access to a range of exclusive benefits and bespoke services. Here are some of the areas in which we can support you in managing your wealth:

01Discretionary Fund Management 

Experience a highly personalised and bespoke service tailored to your unique financial goals. Through Rowan Dartington, a wholly owned subsidiary of St. James’s Place, a whole of market investment approach is used to create customised and actively managed investment portfolios. By collaborating with a dedicated Investment Manager alongside your Financial Planner, this brings unparalleled expertise and planning around your investments. Achieve peace of mind with professional management and daily monitoring of your investments. This service also benefits from capital gains liability management to maximise tax efficiency and protecting your wealth.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.

02Execution-Only & Premium Stockbroking

Through Rowan Dartington, the stockbroking arm of St. James’s Place, this service provides the ability to hold your individual holdings investments on one platform and offers a dedicated stockbroker available to you over the phone.

  • Execution-Only – Puts you in control by allowing your trade requests to be carried out across a range of assets.
  • Premium Service – With you holding the final decision, it provides support with your share portfolio.
    • Your dedicated stockbroker can provide insights for informed decision-making, whilst you hold the final decision
    • Can work to diversify large concentrated shareholdings

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.

03Access to Specialist Banking Solutions

Through St. James’s Place relationships with banking partners, we can offer access to creative solutions for more sophisticated Private Banking requirements. Through the St. James’s Place cash management service powered by Flagstone, the facilities also include an online cash management solution for both personal and corporate cash balances.

04Lending Solutions

Specialist lending solutions may allow you to secure borrowing against your eligible investments. This allows the ability to cover immediate liquidity needs without encashing long-term investments.

05Specialist Insurance

Through St. James’s Place we have access to a strategic network of advisers who can support with protection for every aspect of your lifestyle, including but not limited to high value homes, high value contents, motor, fine art, and jewellery.


Through the Charitable Aid Foundation we can provide support to ensure your charitable giving is effective and rewarding. By creating a CAF Charitable Trust this can give a tax-efficient, flexible option to support your charitable activities.

07Complimentary concierge service

As a Private Client you have access to our complimentary concierge service offered by Ten Lifestyle Group. This service frees up your time by arranging travel, holidays, booking restaurants and entertainment as well as sourcing tickets for events. You will also receive discounts on world-leading designer brands, and unique experiences.

08Private Client Events

You will receive exclusive access to the St. James’s Place Private Client events. This gives the opportunity to meet some of St. James’s Place most senior leaders and fund managers whilst enjoying some unforgettable experiences, with the ability to network with like-minded people.

These are just an example of many services we offer to Private Clients. Our goal is to build the right team around you, formulating the best solutions whilst delivering a Family Office level of service to support our wealthiest clients. 

Some of the above are via a referral service and so separate and distinct to
the services offered by St. James’s Place.

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