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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Grayson Lewis Financial Planning

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United Kingdom
Oakham
Grayson Lewis Financial Planning

Take control of your finances, take control of your future.

25/10/2024

What a moment, winning Veterans owned Business of the Year 2024!! An amazing recognition of our teams work.

27/06/2024

Without the appropriate structures, you could find your investment potentially losing significant sums in tax. As part of a holistic approach, we will assess your available tax allowances and structure your investment in the most tax efficient manner in line with your goals.

*The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

23/06/2024

Massive congratulations to featuring in The Daily Telegraph this weekend. We’re very lucky to have this on our doorstep! We recently had a staff night out there and can highly recommend!

20/06/2024

As a Private Client, you will gain access to a range of exclusive benefits and bespoke services. 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. Some of the below are via a referral service and so separate and distinct from the services offered by St. James’s Place.

13/06/2024

It’s never too late to begin planning. Even during retirement, your goals, plans, and family circumstances may change. Whether it is understanding if you can support your children and grandchildren further, or if you can book a world cruise, we work with you to provide clarity making sure your financial plan evolves with you.

06/06/2024

Business insurance isn't just a policy; it's your safety net against the unexpected. Investing in the right protection will ensure that your business is not only secure and stable but also resilient in the face of unforeseen challenges.

31/05/2024

We offer a range of solutions to meet different needs whether you are investing for income, growth, or a combination of both. When we have a clear understanding of your plans, we can then put together an investment strategy and recommendations that are aligned with your ambitions.

*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.

28/05/2024

Secure your family's financial legacy with intergenerational wealth planning! Traditionally, assets pass from one generation to the next, but the landscape is evolving. With longer lifespans and increased financial challenges for younger generations, it's crucial to plan wisely.

Intergenerational planning goes beyond individual benefits - it's about safeguarding your family's financial well-being for generations to come. Our tailored solutions empower families to maximise their wealth while protecting against inheritance tax. Let us create a strategy that ensures lasting prosperity for current and future generations.

*The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

16/05/2024

Meet Caroline – our new Paraplanner 👩🏼‍💼

We are absolutely delighted to be able to welcome Caroline to our team, bringing with her 10 years of experience from within the industry. Caroline is already an invaluable addition in supporting our advisers and clients. Paraplanners are very much unsung heroes in our profession. Her background encompasses various roles, from leading financial services teams to spearheading training and development initiatives for junior colleagues. Welcome to Grayson Lewis Caroline! 💚

09/05/2024

With greater wealth comes greater complexity. Grayson Lewis is here to guide and support private clients through the challenges and responsibilities of affluence.

As a Grayson Lewis Private Client, you'll unlock access to the St. James’s Place Private Client division—one of the largest wealth management groups in the UK. Benefit from trusted and tailored advice as we navigate the intricate landscape of your financial journey together.

02/05/2024

As your business expands, securing the right level of protection is vital. Business protection involves insurance policies crafted to shield your business in the event of a critical illness or death of a director, partner, or key employee.

Ensure that in the face of adversity, your business has the necessary protection to recover and minimise impact swiftly. Our expertise allows us to recommend the most suitable products tailored to your needs, giving you the peace of mind to focus on your business's success.

25/04/2024

We do not just help you grow your wealth; we also work with you to protect it. Without the appropriate planning, HMRC could receive a significant amount of your assets through Inheritance Tax. Inheritance tax is having an increasing impact on families and individuals. Through estate planning, we work to ensure that the wealth you have accumulated goes to those you wish to benefit from it.

*The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

Address

4 Knights Yard
Oakham
LE156AQ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441572335050

Website

http://www.graysonlewis.co.uk/

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