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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

Toby Lumsden | Associate

Toby is the most recent addition to the team having joined in August 2018.  A pension specialist with over 35 years of financial services experience, Toby has been a Chartered Financial Planner since 2005 and a Fellow of The Personal Finance Society since 2015.

He feels it is important to give something back and spends several hours each month providing pro bono advice to clients of the Citizens Advice Bureau.

Toby is married to Ann and has two daughters and two fun but rather active grandchildren. When not working Toby is a keen, albeit an increasingly slow, club runner who enjoys gardening, watching rugby and spending time with the family.

toby@greenwoodfinancialplanning.co.uk

Marion Hoare FCII | Paraplanner/Office Manager

Marion joined the business in 2007, having worked in the financial services industry all her working career, with a short break while her children were young. Marion works hard to ensure she stays up-to-date with the latest developments within the industry, As a Paraplanner, Marion carries out the in-depth research and analysis needed to support Greenwood Financial Planning's advisers, as well as managing the administration side of the office.

As one of seven girls, Marion is no stranger to busy households and family is an important aspect of her life out of the office. In her free time she carries out voluntary work as a member of the Diamonds, a group of ladies who offer their services to other local charities in their fundraising efforts.

Marion enjoys most kinds of music and plays the piano and guitar - for her ears only. Marion also enjoys skiing and watching sport, especially rugby and formula one, as well as being a keen gardener and cook.

marion@greenwoodfinancialplanning.co.uk

Sarah Raby | Paraplanner

During her time at Greenwood Financial Planning, Sarah’s roles have changed from Office Manager to her current position as Paraplanner and assisting Richard with all aspects of compliance. As a Paraplanner, 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 40 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 joined the team in 2015. She 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. 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

Baris Furlonger | Administrator

Baris originally joined as an apprentice and is working towards his financial services qualifications. He is looking to learn all there is to know about the financial services industry. Baris hopes to really build a career here at Greenwood, using the experience that the rest of the team brings to help guide him.

Outside of work, Baris likes to keep active by heading to the gym and pursuing his hobby of rock climbing. With rugby as his main passion, he has season tickets at Welford Road which he travels to with his father to cheer on the Leicester Tigers. Baris was also one of the volunteers at the last rugby world cup, where he was lucky enough to participate in the opening ceremony. If all of that wasn’t enough to keep him occupied, he also likes to visit his relatives in Turkey wherever possible.

baris@greenwoodfinancialplanning.co.uk