Business Details
Trusted Financial Advisers in Chichester
At Greenwood Wealth Solutions, we pride ourselves on building long-term relationships founded on trust and integrity. Our approach centers on understanding each client's unique financial situation, enabling us to deliver tailored advice that aligns with their personal and business objectives. With decades of combined experience, we specialise in wealth management, inheritance tax planning, and retirement strategies, leveraging our expertise as Chartered Financial Planners and members of STEP and SOLLA. Our commitment to excellence is reflected in our client-centric methodology, which prioritises face-to-face guidance and bespoke solutions. We work closely with individuals and businesses across the South of England and the UK, ensuring our clients receive comprehensive support for growing, protecting, and preserving their wealth.Our affiliation with St. James's Place Wealth Management provides access to a robust framework of regulated products and services, while maintaining our independent, personalised approach. Client testimonials consistently highlight our professionalism, thoroughness, and ability to simplify complex financial matters. We believe in transparency, ethical practices, and ongoing communication to help clients navigate their financial journey with confidence. Our team's dedication to continuous professional development ensures we remain at the forefront of industry developments, delivering innovative solutions to meet evolving client needs. Ultimately, our goal is to empower clients to achieve their financial aspirations while safeguarding their legacy for future generations.
Services
Investment Management
Retirement Planning
Protection Planning
Inheritance Tax Planning
Trust Advice
Portfolio Management
Annuities
Income Drawdown
Wealth Preservation
Estate Planning
Highlights and features
- We offer Chartered Financial Planner expertise with over 30 years' industry experience
- Our team holds specialist STEP accreditation for trust and estate planning
- We provide face-to-face, bespoke financial guidance tailored to individual needs
- We maintain full transparency with no hidden fees or commissions
- We combine local knowledge with nationwide service capabilities
Associations and certifications
- Society of Trust and Estate Practitioners (STEP)
- Society of Later Life Advisers (SOLLA)
What people say
Sound trustworthy advice
Excellent support staff
Knowledge and experience
Thorough understanding
Personal style
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk tolerance and financial goals. We offer onshore and offshore solutions with ongoing performance monitoring. Our St. James's Place partnership provides access to expert fund management while maintaining personalised oversight.
Retirement Planning
We develop comprehensive retirement plans covering pre-retirement preparation and post-retirement income solutions. Our advice includes annuities, income drawdown options, and tax-efficient withdrawal strategies. We help clients transition smoothly into retirement while maintaining financial security.
Inheritance Tax Planning
Our specialist trust and estate planning service helps protect your wealth for future generations. We provide legally compliant solutions for inheritance tax mitigation, including trust structures and lifetime gifting strategies. This service operates outside FCA regulation to maintain specialist flexibility.
Wealth Preservation
We focus on safeguarding your accumulated wealth through diversified investment strategies and risk management techniques. Our approach balances capital protection with growth potential, ensuring your assets endure market fluctuations and inflationary pressures.
Portfolio Management
Our comprehensive portfolio management service covers both personal and trustee investments. We create diversified holdings across asset classes, with regular reviews to maintain alignment with your evolving financial circumstances and market conditions.
People
Peter Greenwood
Chartered Financial Planner
Peter Greenwood is a Chartered Financial Planner with over 30 years' experience. He holds full STEP membership and is a SOLLA-registered specialist. His expertise covers complex inheritance tax planning and bespoke investment strategies for individuals and businesses.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, inheritance tax mitigation, trust advice, and comprehensive wealth preservation strategies tailored to individual client needs.
How do you approach client relationships?
We build long-term relationships through face-to-face consultations, focusing on understanding each client's unique financial situation to provide truly personalised advice and solutions.
Are you regulated by financial authorities?
We operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority for wealth management products and services.
What areas do you cover?
While based in Chichester, we work with clients throughout the South of England and provide UK-wide financial advisory services.
What makes you different from other advisers?
Our Chartered status, STEP accreditation, and combined decades of experience deliver specialist expertise in complex financial planning, particularly in inheritance tax and estate planning.
How are investment decisions made?
We create tailored investment strategies based on your specific objectives, risk profile, and financial circumstances, with ongoing monitoring and adjustments as needed.
