Greenwood Financial Planning

Welcome to Greenwood Financial Planning, a firm that has been providing independent financial advice and expertise to clients since 2010. Our team, led by partners Mike Passfield and Richard Mumford, is committed to helping individuals and businesses make the most of their money, while protecting the things that truly matter to them.

Our services are designed to provide comprehensive financial planning, from understanding pensions, savings, and investments to creating a tailored financial plan for our clients. We are proud to be one of fewer than 600 Chartered Financial Planner practices in the UK, a designation that reflects our commitment to professional qualifications and ethical good practice. As a Chartered firm, we are dedicated to providing the highest quality advice, service, and support, based on our clients' researched needs and provided by someone operating within their level of competency.

For individuals, our services include retirement planning, investment advice, and inheritance tax planning. We understand that every client has unique financial goals and circumstances, and we work closely with each one to create a customised plan that meets their individual needs. Whether you're just starting to save for retirement or looking for ways to maximise your investments, we're here to help.

We also offer a range of services for businesses, from group and executive pension plans to employee benefits. Our expertise in business financial planning allows us to provide valuable advice and administrative support to self-employed, limited partnership, and limited company clients. We work closely with businesses to ensure that their financial plans align with their overall goals and objectives, while providing the best possible advice, service, and support.

At Greenwood Financial Planning, we believe in the value of genuine professionalism and the importance of keeping up-to-date with the latest industry trends and developments. That's why we regularly publish news and insights on our blog, covering topics such as market commentary, ISA rules, and financial planning latest news. We're committed to providing our clients with the information they need to make informed financial decisions and stay ahead of the curve.

In conclusion, at Greenwood Financial Planning, we're passionate about providing the highest quality financial advice, service, and support to our clients. Whether you're an individual looking to plan for retirement or a business seeking financial planning advice, we're here to help. Contact us today to learn more about how we can help you achieve your financial goals.

Our Team

Our team at Greenwood Financial Planning is the backbone of our success. With a variety of expertise and knowledge across the team, we take the time to ensure that the right combination is applied to meet our clients' individual needs. Learn more about our team members, their expertise, and their areas of specialisation.

Mike Passfield | Partner

Along with Richard Mumford, Mike formed Greenwood Financial Planning in 2010, following a career in financial services that started out in 1979. Mike has been a Chartered Financial Planner since 2006 and specialises in retirement and investment planning.

Richard Mumford | Partner

Richard has been providing financial advice since 1984 and has extensive experience in retirement and investment planning. He is dedicated to providing the highest quality advice, service, and support to our clients.

Our Team Members

Meet the rest of our team and learn more about their expertise and areas of specialisation.

For You

We understand that everyone has unique financial goals and circumstances. That's why we provide comprehensive financial planning services tailored to meet our clients' individual needs. From retirement planning to investment advice, we're here to help you make the most of your money.

Retirement Planning

Our retirement planning services are designed to help you achieve the retirement lifestyle you've always dreamed of. We'll work closely with you to understand your retirement goals and create a plan that meets your unique needs.

Investment Advice

Our investment advice services are designed to help you maximise your investments and grow your wealth. We'll work closely with you to understand your investment goals and create a plan that meets your unique needs.

For Businesses

We offer a range of services for businesses, from group and executive pension plans to employee benefits. Our expertise in business financial planning allows us to provide valuable advice and administrative support to self-employed, limited partnership, and limited company clients.

Group and Executive Pension Plans

Our group and executive pension plans are designed to help businesses attract and retain top talent. We'll work closely with you to understand your employees' unique needs and create a plan that meets their goals.

Employee Benefits

Our employee benefits services are designed to help businesses provide valuable benefits to their employees. We'll work closely with you to understand your employees' unique needs and create a plan that meets their goals.

Financial Planning Latest News

Stay up-to-date with the latest financial planning news and trends by reading our blog. We publish news and insights on a variety of topics, including market commentary, ISA rules, and financial planning latest news.

May Market Commentary

In this month's market commentary, we take a look at the global economy and the current state of the markets.

April Market Commentary

In this month's market commentary, we take a look at the global economy and the current state of the markets.

How ISA Rules are Changing in 2024-25

In this blog post, we take a look at the changes coming to ISA rules in the 2024-25 tax year and what it means for savers.