# Greaves Wealth Management

Greaves Wealth Management is an independent financial advisory firm based in Sheffield, founded by Peter Greaves who brings nearly 30 years of experience advising private and corporate clients since 1993. The firm specialises in creating, building and preserving wealth through comprehensive financial planning tailored to individual circumstances.

The business serves three distinct client groups: private individuals seeking retirement planning, investment growth and tax efficiency; corporate clients requiring employee benefits and pension schemes; and professional partnerships including accountants and solicitors. Additionally, they provide specialist mortgage advice covering first-time buyers through to commercial properties.

What distinguishes Greaves Wealth Management is their commitment to personalised service and relationship-building. Rather than offering one-size-fits-all solutions, they provide flexible, bespoke services designed around each client's unique needs. Their 360 Financial Solutions approach encompasses investments, inheritance tax planning, life assurance and tax-efficient investing for individuals, whilst corporate clients benefit from tailored employee benefits and pension administration.

The team comprises chartered and independent financial advisers, mortgage specialists and experienced paraplanners who follow a structured four-stage financial planning process: engagement, discovery, research and analysis, and plan presentation. This transparent methodology ensures clients understand exactly what's happening at every stage and receive comprehensive written reports analysing their financial position and identifying opportunities for improvement.