About Us | Greenwood Wealth Management Associates Ltd Upgrade

We take time and care to get to know you

and your requirements offering sound and trustworthy financial advice that is flexible and adapts as your needs change over time.

Greenwood Wealth Management provides wealth management advice to individuals, trustees and businesses, helping people to achieve clarity, peace of mind and the inspiration to live life to the full.

Established in 2016 in the heart of the Midlands in Leicestershire we are passionate about working with businesses, individuals and their families to provide tailored, comprehensive advice for their financial future.

Our comprehensive bespoke service means that we will continue to work with you monitoring your goals regularly to ensure your objectives remain on track.

Our core values are:

To deliver a great financial planning experience so that our clients have clarity, peace of mind, freedom and inspiration to live their most fulfilled lives.
To always respect our clients and never disrespect the trust they place in us.
To care for our clients and their families’ future with the utmost care as if it were our own.

Meet our Team

Michael Greenwood DipPFS, Cert CII

Senior Adviser

Senior Adviser, Michael Greenwood, DipPFS, Cert CII has worked in financial services for more than 20 years.

Michael’s consistent focus is on ensuring that you have a financial planning strategy for you, your business and your family's future success and security. He is responsible for financial planning for private & corporate clients providing investment and tax planning advice, retirement planning, inheritance and estate planning and tax mitigation.

Michael has particular expertise in advising clients going through divorce or family break up. Providing sound advice with clarity and care Michael offers a specialist service for clients whilst also helping them to adjust to their new circumstances and achieve financial independence.

Michael is family focused and a keen sportsman with a passion for tennis.

Tel: 07854944477Email Me

Call us today on

07854944477

or complete our short enquiry form
and we'll be pleased to help you.

Greenwood Wealth Management Associates Ltd, 15 OBAN STREET, Leicester, LE3 9GB

Greenwood Wealth Management Associates Ltd is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Greenwood Wealth Management Associates Ltd No 09867259 is Registered in England and Wales, Registered Address: 342 Streatham High Road, 1st Floor, London, SW16 6HH.

This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.