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

November market commentary

Introduction All eyes have been on the Middle East following Hamas’ terror attack on Israel on October 7th, which led to the deaths of more than 1,400 people. The resulting conflict has led to a humanitarian crisis in Gaza, fears of a possible... [more]

October Market Commentary

Introduction Sluggish growth and high inflation have stubbornly persisted across much of the globe in recent months, and September was no different. But some major economies are performing better than others as they grapple with global economic ... [more]

When should you update your will?

Any financial planner will tell you that your will is a vitally important element of your financial plan. With this legally binding document in place, you can take control of your destiny and be sure that your assets will be distributed in line ... [more]