Business Details
15 Years
experience
Expert Financial Advisers in Chichester
Established in 2011, Greenwood Wealth Solutions is a Senior Partner Practice led by Peter Greenwood, a Chartered Financial Planner with full memberships in STEP and the Society of Later Life Advisers. Our Chichester-based team specialises in providing bespoke wealth management advice to personal and business clients across the UK. We prioritise long-term relationships built on trust and integrity, offering face-to-face guidance tailored to individual financial goals. Our expertise spans investment planning, retirement strategies, protection planning, and intergenerational wealth management. We collaborate closely with clients to navigate complex financial decisions, combining technical proficiency with a client-centric ethos.Our affiliation with St. James's Place Wealth Management ensures access to comprehensive investment solutions while maintaining a focus on personalised service. We serve business owners, senior executives, and private clients seeking to grow, protect, and preserve their wealth. Our approach integrates tax-efficient strategies and inheritance planning, addressing both immediate needs and long-term objectives. With over three decades of combined industry experience, we deliver actionable advice designed to create lasting financial security for our clients.
Services
Investment Management
Retirement Planning
Inheritance Tax Planning
Wealth Preservation
Trust Advice
Portfolio Management
Annuities
Income Drawdown
Estate Planning
Details
- Year established: 2011
Highlights and features
- We offer 15+ years' experience in bespoke wealth management
- Our team holds prestigious STEP and SOLLA accreditations
- We provide face-to-face, tax-efficient financial planning
- Our client retention rate exceeds 95% over 10 years
- We maintain 24/7 accessibility for urgent financial queries
Associations and certifications
- Society of Trust and Estate Practitioners (STEP)
- Society of Later Life Advisers (SOLLA)
What people say
Sound trustworthy advice
Exceptional support
Thorough understanding
Excellent service
Personalised approach
Services
Investment Management
Our investment management service creates tailored portfolios aligned with risk tolerance and financial objectives. We monitor market conditions to optimise returns while mitigating volatility. Clients benefit from access to St. James's Place's comprehensive fund range and regular performance reviews.
Retirement Planning
We develop comprehensive retirement plans considering income requirements, tax efficiency, and lifestyle goals. Our approach integrates pension consolidation, drawdown strategies, and annuity options to ensure financial security during retirement years.
Inheritance Tax Planning
Specialist advice on reducing inheritance tax liabilities through strategic gifting, trust structures, and asset reorganisation. We work closely with legal professionals to implement tax-efficient solutions that preserve wealth for future generations.
Wealth Preservation
Our wealth preservation strategies protect assets from unnecessary taxation and external claims. We employ diversified investment approaches and insurance solutions to maintain capital value across economic cycles.
Trust Advice
Expert guidance on establishing and managing trusts for tax planning and asset distribution. We advise on various trust types including discretionary, interest in possession, and offshore structures to meet specific client needs.
People
Peter Greenwood
Chartered Financial Planner
With over 25 years' experience, Peter is a Chartered Financial Planner and STEP member specialising in complex wealth management. He holds additional qualifications in later life planning and tax-efficient investment strategies.
Questions
What areas do you cover?
We serve clients across the UK with particular focus on the South, operating from our Chichester office.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with STEP and SOLLA accreditations, ensuring technical excellence.
How are you regulated?
We operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority.
What investment options are available?
Clients access St. James's Place's comprehensive fund range alongside offshore and bespoke portfolio solutions.
How do you charge for services?
Our fees are transparent and agreed upfront, typically based on a percentage of assets under management.
Can you help with tax-efficient planning?
Yes, we specialise in inheritance tax mitigation through strategic trust structures and investment planning.
