NAVIGATING BOUNDARIES,
MAXIMIZING WEALTH: YOUR CROSS-BORDER
FINANCIAL PARTNER

STEP Diploma

STEP QUALIFIED FOR
CROSS-BORDER ESTATES

STEP Diploma

STEP QUALIFIED FOR UK
TAX FOR INTERNATIONAL CLIENTS

STEP Diploma

STEP QUALIFIED FOR
POSTGRADUATE DEGREE IN
PRIVATE WEALTH ADVICE

Secure and Build Your
Wealth for Tomorrow

Welcome to Greenwood Private Clients – smart investment solutions for professional expatriates with a holistic, practical financial planning service to suit your needs today, and into the future.

When you’re considering wealth management services, it’s key to think about extracting the maximum amount of value from those assets you already have with a clear, carefully managed investment strategy that is goal-focused, experience-led and always integrity-first.

Why Invest With Hannah?

Financial planning can be complex. So why choose Greenwood Private Clients to help build your finances for the future?

Over 15 years in the industry

Experience working in a major UK bank with wealth clients

Years of experience working with complex setups

Global tax planning experience

Ability to work with international licences

Chartered Financial Planner

A network of strategic partners all over the world to deliver all Tax and Legal requirements and managed by GPC

STEP qualified for Cross-Border Estates and UK Tax for International Clients

Wealth Planning and
Financial Services:

Wealth Management

We specialise in building a bespoke investment portfolio to help individuals achieve their financial goals and build long term financial stability.

Global Tax Planning

Income / Capital Gains / Corporate and Estate Tax. Strategic planning on the tax aspects and complexities of cross-border assets.

Family Protection

Wills / Insurance / Tax. Ensuring that you have the correct documents and insurances in place to protect your family in the event of death or illness.

Business Planning

Succession and Tax. Succession planning for businesses involves complex legal and financial issues.

Wealth Planning and
Financial Services:

A Network of strategic partners all over the world
to deliver all tax and legal requirements and
managed by gpc

Built On Strong
Foundations

I strongly believe in building real and long-lasting relationships with my clients.

Through my personal connections with a trusted global network of professionals and strategic partners, including international lawyers and accountants, I have access to the very best international expertise to provide truly holistic and multijurisdictional advice.

International Appeal

Greenwood Private Clients is an Appointed Representative of Lawsons Network AG, who are registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – 37795), a member of the Client Advisors register at  Association Romande des Intermédiaires Financiers (ARIF – 33974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.  Lawsons Network is a partner of Continental Group, which includes entities licensed by the Securities and Commodities Authority (SCA) of the UAE – License No. (608026). Lawsons Network is a partner of Beacon Global Advisor Network, LLC (BGAN) registered with the Securities and Exchange Commission (SEC) as an investment advisor – SEC#:801-110724.

Amanjit Kaur Fagura

Hannah has been an invaluable adviser to our family with a great sense of her obligations as a FA and the needs/wants of her client. She is well trusted and I recommend her to all of my friends!

Amanjit Kaur Fagura, Morgan, Lewis & Bockius LLP | Investment Management
Sherif Massoud

Our family has been working closely with Hannah for over 3 years now and her counsel has been invaluable. Her advice and guidance towards our financial planning have had a positive and long-lasting impact. Hannah is very easy to collaborate with, given her impeccable communication skills, professionalism and understanding of her various client needs. Thank you Hannah for being such a trusted partner.

Sherif Massoud, Advanced Sterilization Products at Johnson & Johnson

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