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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.

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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.

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CASE study

Extensive inheritance and asset protection planning

Advising clients in respect of Wills, LPAs, capacity issues and lifetime gifting.

Also advising the trustees of multiple family trusts.

Total asset value £15m.

Clare Harris

+44 (0)1223 785289

ceharris@greenwoods.co.uk




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