Greenwood Wealth Solutions
We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs. We develop a comprehensive strategy tailored to your individual needs, in the following areas: •Wealth Management and Preservation •Inheritance Tax Planning and Trust Advice •Onshore and Offshore Investment •Portfolio Management Services •Trustee Investments •Annuities and Income Drawdown •Pre-Retirement Planning and At Retirement Options •Trust and Estate Planning
'Advice. Best received before you need it'
At Greenwood Wealth Solutions we are very passionate about building long-term relationships with all our clients founded on trust, excellent service and superior wealth management planning.
We look after Private Clients, Business Owners and Senior Executives and have already been helping these types of clients for many years. We are committed to continue working personally with these individuals and their families for years to come.