Keith Walton Thompson

Part of Focus Financial Partners, Inc., Greystone Financial Services Ltd. is a British company that provides financial advisory services. The company is based in Altrincham, UK. The company was founded in 1989. Neil Alexander has been the CEO of the company since 2012. Greystone Financial Services was acquired by Focus Financial Partners LLC, part of Focus Financial Partners, Inc. from April 01, 2017 on February 11, 2008.

Part of Focus Financial Partners, Inc., Greystone Financial Services (Holdings) Ltd. operates as a financial holding British company. The company is based in Altrincham, UK.

Margetts Fund Management Ltd. (MFM) is an investment management firm headquartered in Birmingham, UK. The firm was founded in 2001 and is a direct subsidiary of Margetts Holdings Ltd. MFM provides fund management and other fund services for private clients and independent financial advisers.

Future Money Ltd. is an independent investment management firm headquartered in Carlisle, UK. The firm was founded in 2008 and actively manages four funds designed to meet the needs of many investors across the UK.

Margetts Holdings Ltd. functions as an investment holding British company. The private company is based in Birmingham, UK. and has subsidiaries in United Kingdom.

Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM).

Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020.