Contact us: 01799 543222
One of fewer than 600 Chartered Financial Planner practices in the UK
For You From getting to grips with your pensions, savings and investments right through to the creation of your own comprehensive financial plan, our independent advice and expertise is designed to help you make the most of your money, and to protect the things that really matter to you.

But don’t just take our word for it, read what one of our clients says about how we help.
For Businesses From group and executive pension plans or employee benefits, to retirement and redundancy counselling, we help lighten the load for many self-employed, limited partnership and limited company clients thanks to our comprehensive range of business advice services.

For example, John Chartes of Specialist Data Solutions explains why he likes to work with us.
For Accountants & Solicitors When you work hard to establish your practice’s reputation for high professional standards, it matters whose help you seek to provide the best possible financial advice and administrative support to your own clients.

Find out why Mark Carter of Tees Solicitors places his trust in Greenwood Financial Planning.

Chartered Status: What it means to you

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to our clients is:

• of the highest quality
• based on the client's researched needs
• provided by someone operating within their level of competency
• Undertaken subject to a strict code of ethics

Genuine professionalism has never been so valued, or so necessary. The Chartered titles awarded by the Chartered Insurance Institute (CII) remain today's ‘gold standard’ of excellence and integrity.

Financial Planning

Latest News

Converting a Help to Buy ISA to a Lifetime ISA

With help-to-buy ISAs being phased out on 30th November 2019, many people are considering transferring their funds into a Lifetime ISA. You’ll still be able to access existing help-to-buy accounts until 30th November 2029, but it’s worth kno... [more]

What does Warren Buffett read?

Warren Buffett, the famous American investor, speaker and philanthropist attributes his success to reading. An Investing student once asked him what the key was and he pointed to a pile of books and said, ‘Read 500 pages every day – that’s... [more]

How will equity release affect my family?

The choice of whether or not to release equity from your home ultimately rests with you. However, the decision will have wide reaching consequences for your family. It’s sensible, before releasing equity, to see a financial adviser who will ex... [more]