ABOUT US

WHY INVEST WITH GREENWOOD

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

I can offer you a wealth of experience in financial services in the UK and across the globe from private banking to tax planning

  • 15 years in the industry
  • Experience working in a UK Private Bank
  • Years of experience working with complex setups
  • Global tax planning experience

ACCESS TO A TRUSTED NETWORK OF GLOBAL STRATEGIC PARTNERS,
FROM LAWYERS TO ACCOUNTANTS

Based all over the world to deliver all tax and legal requirements and managed by GPC

Based all over the world to deliver all tax and legal requirements and managed by GPC

Chartered Financial Planner

Chartered Financial Planner

Ability to work with international licences

Ability to work with international licences

High professional standards and extensive financial, wills, trust and tax planning qualifications

STEP Diploma

STEP qualified for Cross border Estates
STEP qualified for UK Tax for International Clients

Built On Strong Foundations

When I first moved to the UAE from the UK, I was shocked by the level of financial planning and investment advice being given in the offshore market. Clients were simply being sold financial products rather than being offered financial advice.

I strongly believe in building real and long-lasting relationships with my clients, and I’m pleased to say now I am their trusted advisor for all their global financial needs. I want to get to know you and what your financial goals are.

With an extensive background in private banking and over 15 years of experience in the industry, I aim to set the standard for holistic financial advice, no matter where you or your assets are based.

Through my personal connections with a trusted global network of professionals and strategic partners, including international lawyers and accountants, I am able to offer holistic and global advice.

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