Business Details
Trusted Financial Advisers in Chichester
Greenwood Wealth Solutions is a Senior Partner Practice founded by Peter Greenwood, a Chartered Financial Planner with extensive expertise in wealth management. Our team shares a commitment to delivering exceptional advice and service, building long-term relationships based on trust and integrity. We specialise in tailored financial planning, including investment management, retirement strategies, and inheritance tax solutions, serving personal and business clients across the UK. As an Appointed Representative of St. James's Place Wealth Management, we combine industry-leading resources with a personal approach to help clients achieve their financial goals.Our clients benefit from face-to-face guidance, with a focus on addressing the complexities of wealth management through bespoke solutions. With decades of combined experience, we prioritise transparency, ethical standards, and a deep understanding of individual client needs. Our affiliation with respected institutions like STEP and SOLLA underscores our dedication to excellence in financial planning.
Services
Investment Management
Retirement Planning
Inheritance Tax Planning
Trust Advice
Wealth Preservation
Annuity Solutions
Income Drawdown
Pre-Retirement Planning
Trust and Estate Planning
Portfolio Management
Highlights and features
- We offer 30+ years of combined experience in wealth management and financial planning
- Our team includes Chartered Financial Planners and STEP-certified specialists
- We provide face-to-face, bespoke financial advice tailored to individual needs
- Our services are supported by St. James's Place Wealth Management's industry-leading resources
- We maintain full compliance with Financial Conduct Authority regulations
Associations and certifications
- Society of Trust and Estate Practitioners (STEP)
- Society of Later Life Advisers (SOLLA)
What people say
Exceptional service
Sound trustworthy advice
Excellent support
Professional and efficient
Thorough understanding
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We offer onshore and offshore solutions, focusing on wealth growth and inflation protection. With access to St. James's Place Wealth Management's resources, we provide comprehensive portfolio oversight and regular performance reviews.
Retirement Planning
We develop custom retirement strategies covering pre-retirement preparation and post-retirement income solutions. Our approach considers annuities, income drawdown options, and tax-efficient withdrawals. We help clients navigate retirement transitions with confidence, ensuring financial security throughout their later years.
Inheritance Tax Planning
Our specialist inheritance tax advice focuses on legitimate tax reduction strategies through trust structures and asset planning. While not FCA-regulated, this service complements our wealth preservation approach, helping clients protect assets for future generations while maintaining compliance with current regulations.
Wealth Preservation
We help clients safeguard their wealth through diversified investment strategies and risk management techniques. Our approach balances capital protection with growth potential, incorporating trust structures and insurance solutions to maintain wealth across generations.
Trust Advice
We provide specialist trust advice for complex estate planning needs, including trustee investments and offshore structures. While this area isn't FCA-regulated, our expertise ensures clients receive technically sound guidance on trust establishment and management for wealth preservation purposes.
People
Peter Greenwood
Chartered Financial Planner
Peter Greenwood is a Chartered Financial Planner and STEP-certified specialist with over 30 years' experience in wealth management. He leads Greenwood Wealth Solutions, providing expert financial advice to personal and business clients across the UK.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, inheritance tax strategies, trust advice, and comprehensive wealth preservation solutions tailored to individual client needs.
Are you regulated by financial authorities?
As an Appointed Representative of St. James's Place Wealth Management, we operate under FCA regulation for wealth management products and services.
How do you tailor financial advice to individual clients?
We conduct detailed consultations to understand your financial objectives, risk tolerance, and personal circumstances before developing customised wealth management strategies.
What areas do you cover?
Based in Chichester, we work with clients throughout the South of England and provide services nationwide across the UK.
What makes your approach different?
We combine St. James's Place's industry resources with a personal, relationship-based approach, focusing on long-term financial planning and bespoke solutions.
Can you help with complex financial situations?
Yes, our team has extensive experience handling complex financial scenarios, including intergenerational wealth transfer and international investment structures.
