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Our Team

With a variety of expertise and knowledge across the team, we take the time to ensure that the right combination is applied to meet our clients' individual needs.

Mike Passfield | Partner

Along with Richard Mumford, Mike formed Greenwood Financial Planning in 2010, following a career in financial services that started out in 1979. Throughout his career Mike has provided financial advice, either as part of large brands or smaller businesses. This culminated in Mike starting his own IFA practice in 2003, before joining forces with Richard. Mike has been a Chartered Financial Planner since 2006 and, within the practice, specialises in retirement and investment planning

Mike is married to Linda and they have three sons. When not working, Mike is a sports enthusiast and his pastimes include cricket, cycling, football, skiing and walking. And if that wasn't enough, when he has the time, Mike also enjoys exploring Europe in his motorhome.

mike@greenwoodfinancialplanning.co.uk

Richard Mumford | Partner

In 2010 Richard joined forces with Mike Passfield to form Greenwood Financial Planning, building on over 25 years experience of running a financial advice practice. Richard holds a level 4 Diploma in Financial Planning and, within the practice, specialises in providing pension advice. Richard is also the firms Compliance Officer and, as such, is responsible for ensuring Greenwood Financial Planning provides financial advice to its clients in accordance with the standards and expectations set by the Financial Conduct Authority (FCA).

Richard is kept busy outside of work by his family; wife Madeleine and three daughters. However, as his daughters start to fly the nest, Richard finds himself with more time in which to indulge his interests of cycling, playing cricket for the local team and occasional visits to the gym.

richard@greenwoodfinancialplanning.co.uk

Marion Hoare FCII | Paraplanner/Office Manager

Marion joined the business in 2007, having worked in the financial services industry for over 35 years. Throughout her career, Marion has worked hard to ensure she stays up-to-date with the latest developments, as well as ensuring this she is appropriately qualified to carry out her responsibilities. As a Paraplanner, Marion carries out the in-depth research and analysis needed to support Greenwood Financial Planning's advisers, as well as helping to develop any documentation needed.

As one of seven girls, Marion is no stranger to busy households and hers is no different, with two children, two cats and, of course, her husband all in residence. Marion enjoys most kinds of music and even plays the piano and guitar, although we're led to believe a second career as a concert pianist seems unlikely at the moment. Marion also enjoys skiing and watching sport, as well as being a keen gardener and cook.

marion@greenwoodfinancialplanning.co.uk

Sarah Raby | Paraplanner

During her time at Greenwood Financial Planning, Sarah has progressed from Office Manager to her current position as Paraplanner. Now as a Paraplanner for the business, Sarah works alongside other team members to carry out thorough research and analysis, as well as carefully writing any documents that are needed. Since joining the financial services industry in 1994, Sarah has invested considerable time in ensuring she has the appropriate professional qualifications to carry out her responsibilities.

With a young family, Sarah's focus is on spending as much time as possible with her husband and daughter. When they go out they like spending time with their friends and eating out. If the opportunity presents itself they also enjoy getting away from it all, either home or abroad.

sarah@greenwoodfinancialplanning.co.uk

Gill Carrington | Administrator

Gill's career has ranged across a number of different sectors including the motor industry and the public sector, as well as the financial services industry. Gill first experienced life in a financial advice practice in 2002 when she worked alongside her husband in their independent financial advice business. She later joined Greenwood Financial Planning in 2005 and looks after the administrative aspects of the business.

Life outside of work is busy for Gill. With Dave, her husband of 30 years, Gill enjoys walking their dog, a retired racing greyhound, at a very brisk pace. They also enjoy exploring the UK in their touring caravan. When she is at home, Gill enjoys gardening and reading.

gill@greenwoodfinancialplanning.co.uk

Tracy Frans | Administrator

Tracy is the newest member of our team, having joined us in 2015. Tracy has many years of financial services experience and has spent most of her working life in the industry, aside from a break working for the family business whilst bringing up her son Callum. Tracy has mainly worked for Independent Financial Advisers but has also worked for an industry regulator in the city so she brings a variety of experience. At weekends Tracy enjoys spending time with her husband Jonathan and going on long walks with her chocolate Labrador Rufus. For many years a keen horse owner and rider, Tracy has now switched her attention to cycling and is an active member of her local cycling club, regularly participating in sportives such as the Ride London 100. Tracy enjoys travelling abroad when the opportunity arises and is a keen skier.

tracy@greenwoodfinancialplanning.co.uk