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Office Spotlight: Greystone Wealth Management, Cheshire

Office Spotlight: Greystone Wealth Management, Cheshire

Location: Cheshire

Date opened: 1989

Office clients: 1,200

Average portfolio size: c.£9 million (average financial adviser holding – client holding approximately £235,000)

Bullish/bearish: Cautiously optimistic. Markets remain uncertain. With upcoming political risk across the globe we don’t expect these concerns to fade soon.

AUM: £282 million (as at 28.02.2017 –amount Invested in MGTS Greystone funds)

Number in team: 4

Q&A with James Menzies, investment director and head of multi asset, Greystone Wealth Management.

What is your typical client demographic?

Our clients are financial advisers, both internally and externally. Our advisers typically act on behalf of a wide range of high net worth clients including individuals, charities, family businesses, solicitors, lawyers and accountants across the country.

What differentiates your region?

Established as a market town in 1290, Altrincham is home to rich heritage and culture. The town has strong public transport links to the surrounding areas and is a key hub in Greater Manchester’s thriving economy. Our office is only eight miles from Manchester city centre and benefits from having one of the most affluent areas in the UK on its doorstep, which over time has earned the nickname ‘The Cheshire Golden Triangle’.

What challenges are facing your local area?

When the nearby Trafford centre opened in 1998, the local retailers found it difficult to compete with the UK’s largest indoor shopping centre complex. As a result, high street vacancies increased and the local economy suffered. However, in recent years business in Altrincham has seen a major resurgence, and the revitalised high street has been hailed as one of the UK’s biggest shopping success stories. The award-winning artisan food and drink market has benefited from the redevelopment and infrastructure investments in the local area.

What’s the best thing about living in your region?

Being close to friends and family, as well as the work-life balance. The ability to travel to a big metropolitan city or the countryside within 20 minutes means the area has always been a desirable place to live and work.

What is a typical regional saying?

‘Jobs a gud un’ – work finished to a high standard.

What is your office motto?

Providing certainty in an uncertain world.

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