Our Team

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.

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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.

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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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James Worthington | Adviser

I’ve worked in financial services all of my working life, most recently at HSBC where I had various roles including business relationship management and branch management. During this time I studied for and passed the CII Diploma in regulated financial planning.

Outside of work I enjoy spending as much time as possible with my wife and 2 young children. As a former rugby player I enjoy watching most sports and playing golf as well as cycling to keep fit.

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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.

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Karen Newsome | Administrator

Karen is our latest member of staff. She began her career as an admin clerk in The City, after leaving school at the age of 16 and finished some 15 years later in a Broking role. After a significant break to raise her three sons, she took over a family Interiors Business, which required her to multi task quite significantly. Karen is assisting with general Administration duties.

Outside of the office, Karen likes to keep fit as well as walking her two boisterous dogs. She is a keen and accomplished cook and loves to entertain friends and family. Karen has been heavily involved in many fund raising activities over the years and is most proud of helping to raise significant funds for two major National Charities through various events she has helped to organise.

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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 and a CFA charterholder.

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

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