Contact us: 01799 543222

Service & Expertise

Greenwood Financial Planning is one of a limited number of financial planning firms in the UK to have been awarded the title of  Chartered Financial Planners.

For our clients, this means you can rest assured that we work to rigorous standards of professionalism, capability and ethical practice, which are independently assessed by the Chartered Insurance Institute.


Expertise

For private clients, our independent financial advisers’ expertise spans retirement planning, investing, and life assurance, critical illness and permanent health insurance. See for yourself why one of our private clients likes working with us.

We can help business owners with executive pension plans; self-administered pension plans; group plans for pension, life cover, medical insurance and income protection; key person insurance, flexible benefits, employee communications and advice, retirement and redundancy counselling and executive financial consulting. See what entrepreneur John Chartres thinks of our support for businesses.

For accountants, we are able to complement your own services with expertise in company pension investment, review and administration including SSAS; individual pension investment, review and administration including SIPPs; employee benefits; commercial property purchase either directly or via pension plans; residential mortgage funding and general financial planning for your clients.

And we work with solicitors to provide their clients with advice about pension planning for partners; partnership insurance arrangements; commercial property purchase funding; residential mortgage funding; pension splitting issues; pre and post divorce advice; and general financial planning for clients. Find out for yourself how we work with Tees Solicitors’ Mark Carter.