Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
You may have been following our previous updates, which shared Rebecca Towey and Ellen Eley’s successes in studying for their STEP Diploma in Trusts & Estates to become full members of the Society of Trust and Estate Practitioners (‘STEP’). Full STEP members are known as TEPs (Trust and Estate Practitioners). They are internationally recognised as experts in their field, with specialist, proven qualifications and experience.
Ellen passed her final paper in Trust and Estate accounting with the highest accolade, a distinction. Ellen will now be submitting her application to become a TEP. Rebecca is one step ahead, having already submitted her application to STEP, and is delighted to now be a TEP.
Ellen said: “It has been a real challenge to juggle working full time whilst completing my STEP diploma. It has always been something that I wanted to achieve, and I am thrilled that all of the hard work has paid off. I will be able to look back at this challenging time and know that I made the most of long periods at home by completing this qualification”.
Commenting on the exam results, Robert Dillarstone, Managing Partner, said, “We are all incredibly proud of Ellen and Rebecca’s success. Both are highly skilled and experienced and deliver a fantastic service to our clients; they have been focused and committed to achieving TEP status, their success is well-deserved.”
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