Our Team

Mike Passfield | Partner

Mike formed Greenwood Financial Planning in 2010, following a career in financial services that started 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. 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.

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Nicola Horner | Chartered Financial Planner

Nicky joined Greenwood Financial Planning in January 2025. She is a Chartered Financial Planner with 20 years of experience gained within RBC Brewin Dolphin. She has over 24 years’ experience working in the financial services industry and is dedicated to helping individuals and families achieve their financial goals through comprehensive planning and personalised advice. Nicky creates tailored strategies for retirement planning, investment management, tax efficiency, and estate planning.

In her spare time, Nicky is a keen sports enthusiast and has been developing a new-found love of both golf and tennis. She enjoys travelling and has travelled extensively throughout Asia, Europe and Australia. She also enjoys cultural experiences such as theatre, ballet, dance and art.

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Colin Lunnon | Investment Specialist

Colin joined Greenwood in 2022 as an investment specialist. He began his career in the mid-1990s always with a focus on fund management and asset allocation. Most recently he had his own business providing investment solutions for clients and has been responsible in establishing the Greenwood Portfolio Service since 2018. Colin is a Chartered Fellow of the CISI.

Away from work Colin enjoys time in the garden and walking with his wife and their two springer spaniels.

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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.

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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.

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Tracy Knights | 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.

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Chloe Hogg | Administrator

The last 10 years of my working life have been spent in financial services, with roles specialising in compliance, complaint handling, financial planning administration and paraplanning. In 2017 I achieved the Diploma for Financial Adviser through The London Institute of Banking & Finance and have since homed my skills to providing paraplanning support to financial advisers.

Away from the office, you will usually find me taking a long walk by the beach or at a National Trust site with my husband and young daughter. Ideally, I would be by the pool in a hot country!

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