Investment Services | Greyshore Financial Trust

SIPP & Pensions

Ethical Investing

Wealth Management

Financial Advice

Investment Options

Choose from a range of investment solutions from Greyshore tailored to your goals.

Tax-Free

Stocks & Shares ISA

Invest up to £20,000 tax-free each year with Greyshore. Choose from our range of managed portfolios.

No capital gains tax
No income tax on dividends
Professional portfolio management
Start from £25/month

▼ Risk Level: 4/7 (Medium)

Start Investing →

Tax-Efficient

SIPP (Self-Invested Personal Pension)

Take control of your retirement savings with Greyshore's flexible SIPP platform.

Tax relief on contributions
Wide range of investment choices
25% tax-free lump sum
Online dashboard access

▼ Risk Level: 3-7 (Variable)

Ethical

Ethical & Sustainable Portfolio

Invest in companies that align with your values while targeting competitive returns with Greyshore.

ESG screened investments
Renewable energy focus
Regular impact reporting
Minimum £1,000 investment

▼ Risk Level: 4/7 (Medium)

Invest Ethically →

Managed Portfolios

Expert-managed investment solutions from Greyshore for every risk profile.

Cautious Portfolio

Low risk, focused on capital preservation with modest growth potential.

70% bonds / 30% equities
Target return: 3-5% annually
Low volatility

▲ Risk Level: 2/7 (Low)

Balanced Portfolio

Medium risk, balanced mix of growth and income assets from Greyshore.

50% equities / 50% bonds
Target return: 5-7% annually
Global diversification

▼ Risk Level: 4/7 (Medium)

Growth Portfolio

Higher risk for investors seeking maximum long-term growth with Greyshore.

85% equities / 15% alternatives
Target return: 7-10% annually
Higher volatility expected

▼ Risk Level: 6/7 (High)

Wealth Management

Personalised service from Greyshore for high-net-worth individuals and families.

Private Wealth Service

Dedicated wealth managers providing holistic financial planning and investment management for clients with £250,000+ to invest with Greyshore.

Dedicated relationship manager
Tax and estate planning
Access to exclusive investments
Regular portfolio reviews

Wealth Management

Investment FAQs

Answers to common questions about investing with Greyshore Financial Trust.

Need investment advice?

Speak to an Advisor

What is the minimum investment amount with Greyshore?

The minimum for our managed portfolios is £500 lump sum or £25 per month. For the Stocks & Shares ISA, you can start with £500 or £25/month.

Are my investments protected?

Investments are not covered by FSCS protection like savings accounts. However, Greyshore's platforms are regulated by the FCA, and your assets are held in segregated accounts.

Can I withdraw my money anytime?

Yes, you can withdraw from most investment accounts with Greyshore at any time. However, ISA and SIPP accounts may have tax implications for withdrawals.

What fees do you charge?

Our platform fee is 0.25% per year. Fund management fees vary by investment choice, typically 0.15% to 0.75% annually.

Do you offer financial advice?

Yes, Greyshore has a team of qualified financial advisors who can provide personalised advice. Book a free consultation online.

Ready to start investing?

Open a Greyshore investment account today and start building your financial future.

Open Investment Account