Who is Grey Parrot?
It isn’t just their name that sets Grey Parrot apart. They have a completely different way of doing things than traditional financial advisers. And that’s what we liked about them when we started looking for a financial planning partner.
- They charge fixed fees, not percentages: Their fees are usually lower than those set by traditional advisers
- Lower cost investment management: Their approach to investment management is based on evidence and keeps costs down
- They put people before products: Like us, they go out of their way to understand your challenges and aspirations. They’ll help you develop a plan to achieve those goals before they talk about products.
When do you need to talk to Grey Parrot?
Financial planners are there for the momentous decisions, the quick fixes, and the long-term plans. They’re there to help with the little things that streamline a business and the big mergers and acquisitions that could take your operation to the next level.
These are decisions that you could make on your own. But isn’t it better to have the backing and advice of financial planners with years of first-hand experience? Grey Parrot can help with the following:
- Corporate investments and trustee investing
- Commercial borrowing, letting and leasing
- Advice on taxation and offshore bonds and how to stay on the right side of HMRC
- Advice on Enterprise Investment Schemes and how to encourage investors to look at your business as a short or long-term portfolio asset
- That all-important ‘five-year plan’ for your business growth
- Stock market and investment returns
And a wealth of other personal and business financial advice.
You’ll be in safe hands with Grey Parrot
The team at Grey Parrot has over 50 years of combined experience. You’ll have a dedicated planner who will get to know you and your family before building a solid financial plan that places you in control of your future.
They’ll even tell you how they came up with their name!
We’re delighted to work with a financial planning partner we believe our clients can trust. If you’re running your own business, can you afford not to talk to Grey Parrot?
You can contact their team by emailing info@grey-parrot.co.uk or calling 0203 987 1782. They’ll be delighted to hear from you.