Greystone Financial Services
Joe Fish is a Financial Planning Assistant and Administrator at Greystone Financial Services since August 2021, with prior experience as an Administrative Assistant at 1825 Financial Planning from December 2019 to July 2021. During the tenure at 1825, responsibilities included communication with Financial Advisers, preparation of meeting packs, and finalizing client documentation, demonstrating adaptability to organizational changes and remote work due to COVID-19. Joe also gained experience as an Administrative Assistant at Grant Thornton UK LLP in late 2019 and as a Food Service Worker at Syft, providing high-quality service in corporate settings. Earlier experience includes a role as a Kitchen Assistant at Cheshire Cat Pubs and Bars Ltd. Joe earned a Bachelor's degree in Business Studies from Sheffield Hallam University in May 2021.
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Greystone Financial Services
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Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK. We are led and managed by the same Directors and employ many of the same staff who have been with the company since it was founded. Our clients come to us with a diverse range of financial planning needs, including the desire to invest, plan for their retirement, mitigate taxation and estate planning.