We’re still not thrilled about legacies being left to chance.

Private Wealth by Greenwoods isn’t your typical private client service. It’s not about ticking boxes or templated advice. It’s about understanding that wealth is personal. Emotional. Sometimes complicated. And always worth getting right.

Which is exactly why we’re taking a fresh approach – one that’s as bespoke as your ambitions. Whether it’s Trusts, Wills, estate planning, or just figuring out how to pass things on without passing on a headache, we’re here to help.  With insight.  With integrity.  And with a healthy disregard for the identikit.

Clare Harris, our Head of Private Wealth & Partner sums up what we’re looking to achieve brilliantly: “Private Wealth by Greenwoods is designed for those who want more than a one-size-fits-all solution. It’s for people who value individuality, legacy, and a bit of elegance in how they manage their affairs.”

Take a look at our new website pages, you’ll see exactly what Clare means.

And, as part of our new direction, we’d like to welcome you to the first edition of Private Wealth Matters, where we talk about wealth – but not in the usual, buttoned-up, jargon-laden way.  This is about protecting what matters most, with clarity, confidence, and just a little style.

What to expect from Private Wealth Matters?

Think of it as your monthly dose of clarity in a world of complexity. We’ll cover:

• Legislative changes (without the legalese)
• Tax planning tips that actually make sense
• Trust structures that work for your life, not against it
• Estate planning that’s more than just paperwork
• Intergenerational wealth transfer that ensures your values travel with your assets
• Sustainable investment ideas that don’t cost the earth
• And a peek behind the curtain at the people who make it all happen

We’re not here to scare you into action. We’re here to walk alongside you – offering smart, thoughtful guidance that helps you protect your legacy without losing sleep (or your sense of humour).

So, welcome aboard. Let’s make preserving your wealth a little less dull – and a lot more you. Sign up here!