GREYSTONE FINANCIAL SERVICES LIMITED
Company number 02584903 · Monitor this company
Executive summary
Greystone Financial Services Limited is a well-established, conservatively managed wealth management firm with a strong balance sheet (net assets £4.50M), exceptional liquidity (£3.38M cash covering 247% of total liabilities), and a resilient business model underpinned by 93% recurring revenue. The 2024 operating loss of £0.165M is a modest blemish that warrants monitoring but does not undermine the overall credit strength, particularly given continued growth in funds under management (£1.91B, up 34%) and positive net asset progression. The company exceeds regulatory capital requirements and maintains a clean audit opinion. Credit approval is recommended with standard monitoring conditions, focusing on restoring operating profitability and tracking funds under management stability in what the directors acknowledge is an uncertain economic environment.
Shareholders' funds
£4,748,870
Balance sheet as at 2025-12-31
What it does
The principal activity of the company continued to be that of wealth management and financial planning services.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1991-02-22
- Employees
- 89 (2025 accounts · was 92 in 2024)
- Registered office
- Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB
- Postcode
- WA15 8AB
- Capital
- 1,300 GBP
- Accounts category
- Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-02-04
- Next due by
- 2027-02-18
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 5 current · 13 resigned
Group structure 1 subsidiary
Controlled by GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED — since 2016-12-20
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z6186412 (Tier 2), registered since 2002.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| NOTEUNIT LIMITED | 1991-03-15 |
Previous registered addresses 3
| Address | Changed on |
|---|---|
| KINGS COURT, 36/40 RAILWAY STREET, ALTRINCHAM, CHESHIRE WA14 2RE | 1992-10-20 |
| KINGS COURT, 36/40 RAILWAY STREET, ALTRINCHAM, CHESHIRE WA14 2RE | 1992-10-20 |
| THE BRITANNIA SUITE, INTERNATIONAL HOUSE, 82-86 DEANSAGTE, MANCHESTER,M3 2ER | 1991-03-15 |
Among its peers
Top 5%
by shareholders' funds, of 264 similar companies in WA
The largest employer among its local peers (89 staff).
Among the oldest 25% of its local peers, trading since 1991.
No.4 of the largest financial intermediation not elsewhere classified companies in Warrington →
Competitors Warrington
This company ranks 4 among financial intermediation not elsewhere classified in Warrington.
The class of 1991
49%
of the 20,887 companies incorporated in 1991 are still active today; 46% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Leasehold
- 1
- Most recent registration
- 2006-05-09
- Where
- Greater Manchester
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| MAN49272 | Greater Manchester | Leasehold | 2006-05-09 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.