Business Details
16 Years
experience
Trusted Chartered Financial Advisers in Saffron Walden
Established in 2010 by Mike Passfield and Richard Mumford, Greenwood Financial Planning is a Chartered Financial Planning firm committed to delivering independent, client-focused financial advice. Our team of experienced professionals holds prestigious qualifications, including Chartered Financial Planner and Chartered Fellow of the CISI designations, ensuring adherence to rigorous ethical and professional standards. We specialise in retirement planning, investment management, pension advice, and business financial solutions, serving private clients and corporate entities across the UK. With decades of combined industry experience, we prioritise tailored strategies that align with individual client goals, supported by comprehensive research and ongoing support. Our Chartered status, awarded by the Chartered Insurance Institute, reflects our dedication to excellence and continuous professional development.Clients benefit from transparent communication, personalised service, and a commitment to simplifying complex financial matters. Testimonials from long-standing clients, including professionals from legal and business sectors, underscore our reputation for reliability and expertise. We maintain authorisation and regulation by the Financial Conduct Authority, reinforcing our accountability to the highest regulatory standards. Our services extend to estate planning, tax efficiency, employee benefits, and executive financial consulting, ensuring holistic solutions for diverse financial needs. Through a combination of technical proficiency and client-centric values, we aim to empower individuals and businesses to achieve long-term financial security.
Services
Retirement Planning
Investment Management
Pension Advice
Business Financial Solutions
Estate Planning
Tax Efficiency Strategies
Employee Benefits Consulting
Executive Financial Planning
Compliance Support
Portfolio Management
Details
- Year established: 2010
Highlights and features
- We are one of fewer than 600 Chartered Financial Planner practices in the UK.
- Our team holds advanced qualifications including Chartered Financial Planner and CISI Fellow status.
- We provide tailored financial strategies based on 20+ years of industry experience.
- FCA-authorised and regulated for compliance with strict financial services standards.
- We offer holistic solutions combining retirement planning, investment management, and business advisory services.
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Expertise and knowledge
Personalised service
Clear communication
Long-term planning
Professional approach
Services
Retirement Planning
We create tailored retirement plans considering individual financial goals, risk tolerance, and lifestyle aspirations. Our approach combines investment management with tax-efficient strategies to maximise pension outcomes. Clients benefit from ongoing reviews and adjustments to ensure long-term financial security.
Investment Management
Our investment specialists develop diversified portfolios aligned with client risk profiles and financial objectives. We utilise advanced asset allocation techniques and monitor market trends to optimise returns while maintaining compliance with regulatory standards and ethical investing principles.
Business Financial Solutions
We provide comprehensive financial strategies for businesses including executive pension plans, employee benefits, and redundancy counselling. Our services help companies attract talent through competitive benefits packages while ensuring compliance with complex financial regulations and tax requirements.
Estate Planning
Our specialists design estate plans that minimise inheritance tax liabilities while preserving wealth for future generations. We coordinate with legal professionals to implement trusts, wills, and other instruments that reflect clients' wishes and family circumstances.
Compliance Support
We maintain rigorous compliance frameworks for financial advisers and institutions, ensuring adherence to FCA regulations and industry best practices. Our services include documentation preparation, audit support, and ongoing monitoring of regulatory changes affecting clients' operations.
People
Mike Passfield
Partner
Co-founder with 40+ years in financial services, specialising in retirement planning. Chartered Financial Planner since 2006. Combines technical expertise with practical advice to help clients achieve financial security through tailored strategies.
Richard Mumford
Partner
Co-founder holding Level 4 Diploma in Financial Planning. Specialises in pension advice with 25+ years leading advisory practices. Focuses on creating sustainable retirement solutions while maintaining strong client relationships through clear communication.
Nicola Horner
Chartered Financial Planner
20-year industry veteran with expertise in comprehensive financial planning. Specialises in retirement strategies, tax efficiency, and estate planning. Combines analytical skills with client-focused approach to deliver long-term wealth management solutions.
Colin Lunnon
Investment Specialist
Chartered CISI Fellow with decades of fund management experience. Develops investment strategies and portfolio solutions. Focuses on asset allocation and risk management to optimise client returns within defined risk parameters.
Marion Hoare
Paraplanner/Office Manager
FCII-qualified paraplanner providing research and administrative support since 2007. Ensures compliance documentation meets regulatory standards while maintaining operational efficiency. Combines technical knowledge with organisational expertise to support advisory teams.
Questions
What qualifications do your advisers hold?
All advisers maintain Chartered status or equivalent qualifications, including Chartered Financial Planner and CISI Fellow designations, ensuring adherence to industry excellence standards.
How do you tailor financial plans to individual needs?
We conduct comprehensive needs analyses considering personal circumstances, risk profiles, and long-term goals to create bespoke financial strategies that evolve with client requirements.
What investment options are available?
We offer diversified portfolios across multiple asset classes, incorporating ethical investing options and risk-appropriate strategies aligned with individual financial objectives and market conditions.
Can you assist with business pension schemes?
We specialise in corporate pension solutions including group plans, executive benefits, and compliance support tailored to business size and employee needs.
How often are financial plans reviewed?
We recommend annual reviews with additional check-ins for significant life events or major market changes to ensure ongoing alignment with financial goals.
