Peter Greenwood

Peter Greenwood FCCA, TEP, SOLLA, FPFS, Chartered Financial Planner I am proud to say I am one of the most highly qualified financial advisers in the UK and one of a small number of Fellow status Chartered Financial Planners. As a non-practising Chartered Certified Accountant, I use a lot of my tax planning knowledge within my advice. I am also a full member of STEP, a qualification held by solicitors specialising as Trust & Estate Practitioners. Over the years I have developed my qualifications around the needs of my clients, working closely with accountants and solicitors for the elderly and vulnerable. There is a real need for specialist advice in areas such as tax-efficient planning, long-term care planning, trust, and estate planning, tied in with family wealth transfer, so I look at the best way to pass down estates to your loved ones, whilst protecting your wealth. This all of which has led me to become a full member of the respected Society of Later Life Advisers. I am committed to continue working personally with clients and their families for years to come. I am particularly proud that so many clients recommend me to their friends, families, and colleagues, and I am always happy to take on more like-minded individuals who are serious about improving their wealth and wish to forge a long-term wealth strategy relationship with me. Trusts are not regulated by the Financial Conduct Authority. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 30/01/2023