At Greenwood Wealth Solutions, we pride ourselves on building long-term relationships with our clients. Our team of dedicated professionals, led by Peter Greenwood, is committed to providing expert advice and guidance to help our clients achieve their financial goals.
About Us
As a Senior Partner Practice, we are based in central Chichester and serve clients across the UK. With a team that shares the same ethos, we believe that our clients deserve the very best advice and service. We work closely with our clients to build trust and integrity, working together to help achieve their financial goals. Our services are tailored to meet the unique needs of each client, providing face-to-face, bespoke guidance on various aspects of wealth management.
Services
At Greenwood Wealth Solutions, we offer a range of services designed to help our clients achieve their financial goals. These services include:
Retirement Planning
Our retirement planning advice and services are designed to help our clients make the most of their retirement opportunities. We understand that planning for retirement can be complex and overwhelming, which is why we take a comprehensive approach to help our clients make informed decisions.
Long Term Care Service
Arranging care for oneself or a loved one can be an emotional and complicated time. We are here to help our clients navigate this process, providing guidance and support to ensure that their financial and personal needs are met.
Investment Planning
Our investment planning services are designed to help our clients grow their wealth and protect against inflation. We take a personal approach to investment planning, working closely with our clients to understand their financial goals and risk tolerance.
Advice and Services
We specialise in providing high-quality advice on various aspects of wealth management, including:
- Investment planning
- Retirement planning
- Long-term care planning
- Estate planning
- Trust and estate planning
Client Testimonials
We take great pride in our client testimonials, which demonstrate our commitment to providing exceptional service and expert advice. Our clients have kindly shared their experiences with us, praising our professionalism, expertise, and personal approach.
About Peter Greenwood
As a Chartered Financial Planner, Peter Greenwood has extensive experience in helping his clients achieve their financial goals. He is a member of the Society of Later Life Advisers (SOLLA), the Society of Trust and Estate Practitioners (STEP), and holds a non-practicing Chartered Certified Accountant qualification.
Conclusion
At Greenwood Wealth Solutions, we believe that financial planning and advice should be tailored to the unique needs of each client. We take pride in building long-term relationships with our clients, providing expert advice and guidance to help them achieve their financial goals. We look forward to the opportunity to work with you and help you achieve your financial aspirations.
Overall Experience
The reviewers have had a highly positive experience with the firm, praising their expertise and the quality of advice received.
Expertise and Advice
The firm's staff are knowledgeable and provided great advice, demonstrating a high level of expertise in their field.
Recommendation
The reviewer is extremely satisfied and would definitely recommend the firm to their friends and family.
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