Customer Privacy Notice

Following the introduction of the General Data Protection Regulation (GDPR) with effect from 25th May 2018, we have reviewed our Customer Privacy Notice to confirm how we will use your personal data, as explained in this document. Updated December 2019

Click here to download PDF

Investor Insight

Our new client friendly review of the global economy – Winter 2020/21

Click here to download PDF

Grayside Corporate Brochure
This brochure explains more about who Grayside are, what our Chartered status means, and how we will work with you to help you with your Financial Planning, Insurance and/or Mortgage Advice needs. Please feel free to download the brochure or ask us for a printed copy.
Click here to download

Quarterly Investment Bulletin
Our detailed quarterly economic review of global markets, which we have commissioned from our investment analysts Rayner Spencer Mills. – January 2021.
Click here to download

Make a Difference – Responsible Investing Newsletter
Welcome to our latest six monthly newsletter which we produce to highlight the advantages of investing ethically via SRI (Socially Responsible Investing) funds. This includes regular features providing an update on our SRI Portfolios, the latest news and developments, and a look at some of the stocks available. January 2021.
Click here to download

Invest, Feel Good, Make a Difference
This is a short document about a published book from our specialist ethical adviser, Richard Essex, about the potential of Socially Responsible Investing
Click here to download

Quarterly Portfolio Review
Our asset allocations and fund selections are reviewed formally on a quarterly basis, by our investment analysts RSM. This research note documents the review that has taken place and any changes resulting from it. It should be read in conjunction with the latest Quarterly Investment Bulletin. January 2021.
Click here to download

Grayside Cautious Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Balanced Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Progressive Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Adventurous Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Specialist Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Cautious Income Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Balanced Income Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Progressive Income Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Cautious SRI Growth Portfolio
Past performance analysis as at 12th January 2021
Click here to download

Grayside Balanced SRI Growth Portfolio
Past performance analysis as at 7th October 2020
Click here to download

Grayside Progressive SRI Growth Portfolio
Past performance analysis as at 7th October 2020
Click here to download

Brewin Dolphin Cautious Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Income Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Balanced Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Growth Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Global Equity Portfolio
Past performance analysis for our Brewin Dolphin Managed Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Cautious Higher Equity Portfolio
Past performance analysis for our Brewin Dolphin Cautious Higher Equity Portfolios as at 31st December 2020
Click here to download

Brewin Dolphin Income Higher Equity Portfolio
Past performance analysis for our Brewin Dolphin Income Higher Equity Portfolios as at 31st December 2020
Click here to download

LGIM Multi Index 3
Past performance analysis for our LGIM Multi Index funds as at 30th November 2020
Click here to download

LGIM Multi Index 4
Past performance analysis for our LGIM Multi Index funds as at 30th November 2020
Click here to download

LGIM Multi Index 5
Past performance analysis for our LGIM Multi Index funds as at 30th November 2020
Click here to download

LGIM Multi Index 6
Past performance analysis for our LGIM Multi Index funds as at 30th November 2020
Click here to download

LGIM Multi Index 7
Past performance analysis for our LGIM Multi Index funds as at 30th November 2020
Click here to download

Retirement Freedom – Equity Release Newsletter
If you’re a homeowner, aged over 55, then Equity Release may enable you to borrow against the value of your home. In our attached newsletter, we set out some of the key issues that will help to inform and possibly enthuse you about the options on offer. For reassurance, we also cover the ‘client protections’ put in place by the industry trade body - the Equity Release Council. Issued Summer 2017.
Click here to download

Jewellery Valuation Article
Most people will be aware that there has been a dramatic increase in the value of gold, but have you reviewed your insurance cover for your own valuables? This short article highlights the importance of getting your jewellery valued and insured for the correct amount.
Click here to download

Seasonal Tips for Building Insurance Policyholders
This short article gives a few simple precautions you can take to help protect your home from damage this winter and give you peace of mind.
Click here to download

Making Claims Clear - Alarms for business premises
Many business owners have protected their business with an alarm system, but are you aware of the circumstances in which an insurer may decline a claim? This short guide issued by AXA Insurance highlights important issues that business owners should be aware of.
Click here to download