How we work
Grayside Limited operates as two closely linked trading divisions: Grayside Financial Services and Grayside Insurance Brokers, both working from our Epsom offices.
Both teams use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
As Independent Financial Advisers we are free to advise on financial products available from all product providers.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.
Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).
You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.
Similarly, Grayside Insurance Brokers can advise on a range of insurances for both individuals and businesses.
Our role is to advise you and make a suitable recommendation after we have assessed your needs. We will discuss and agree your insurance needs with you, before approaching an extensive panel of insurers to obtain quotations on your behalf. Having analysed not only the price, but more importantly the cover being offered, we will make a recommendation to you.
Of course that is not the end, and if the worst happens and you need to make a claim, we will be here to help guide you through what can be a very traumatic time.
We pride ourselves on the bespoke service we offer. If you feel confused by the shear number of insurers and internet comparison sites advertising their products on television these days, then you have come to the right place.
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daily quote:
“ When you cannot make up your mind which of two evenly balanced courses of action you should take - choose the bolder. (William Joseph Slim) ”