Greenwood Financial Planning LLP

Greenwood Financial Planning LLP We are one of fewer than 600 Chartered Financial Planning firms in the UK. We provide bespoke pension and investment advice to companies and individuals.

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Chartered status brings with it serious obligations. We are required

to ensure the advice, service and ongoing support we provide to our clients is:

• of the highest quality
• based on the client's researched needs
• provided by someone operating within their level of competency
• Undertaken subject to a strict code of ethics

Genuine professionalism has never been so valued, or so necessary. The Chartered titles awarded by the Chartered Insurance Institute (CII) remain today's ‘gold standard’ of excellence and integrity. Greenwood Financial Planning LLP are authorised and regulated by the Financial Conduct Authority.

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04/10/2023

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Sluggish growth and high inflation have stubbornly persisted across much of the globe in recent months, and September was no different.But some major economies are performing better than others as they grapple with global economic headwinds, and emerging markets in Asia are bucking the prevailing tr...

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22/09/2023

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Any financial planner will tell you that your will is a vitally important element of your financial plan.With this legally binding document in place, you can take control of your destiny and be sure that your assets will be distributed in line with your wishes.But simply writing a will isn’t enoug...

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22/09/2023

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It’s therefore really important to diversify your portfolio across many different asset classes, so you can limit your exposure to risk in the event of a downturn and preserve your capital even during the most challenging times.

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05/07/2023

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Sluggish growth and high inflation were recurring themes in many major and emerging economies last month, as central banks across the globe sought to manage the impact of global economic headwinds. But interestingly, many emerging markets bucked this trend.

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30/03/2023

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The Chancellor of the Exchequer recently delivered his Spring Budget and among the raft of measures were big changes to pension allowances.

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02/03/2023

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Introduction Russia’s invasion of Ukraine in February 2022 had a huge impact on the global economy, pushing up commodity prices, inflation and living costs around the world. Last month saw the first anniversary of the invasion, and amid the renewed displays of solidarity from leaders in the UK, th...

01/03/2023

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The end of the tax year is fast approaching and time is running out. So in the weeks ahead of the April 5th deadline, what steps should you be taking to make the most of your money and reduce your tax bill? Here are just a few areas you could look at. Use your ISA

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14/12/2022

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The Chancellor’s decision to protect the state pension triple lock was one of the mostheadline-grabbing aspects of the recent Budget.But what exactly is the triple lock and what does it mean? In short, it’s a mechanism designed to make sure the state pension doesn’t lose value, so it will go u...

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14/12/2022

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If you haven’t got a will, you don’t have control over what happens to your money and assets after you die.That means your wealth won’t go to your chosen beneficiaries, and could cause lots of lengthy and costly legal issues for the loved ones you leave behind.

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28/09/2022

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So what was it? A ‘fiscal event’? A Mini Budget? Or a full-blown Budget from a new Chancellor determined to take the UK in a very different direction from previous occupants of 11 Downing Street? As we will see in more detail below, reactions to the measures introduced by Kwasi Kwarteng on Frida...

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21/09/2022

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As the writer Mark Twain supposedly said, “Reports of my death are greatly exaggerated.” Could 2022 be the year that cash says the same thing? Many clients reading this will remember the traditional method of budgeting used by their parents or grandparents: a pot for gas, a pot for electricity, ...

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Saffron Walden
CB114JL

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Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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