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.
Practical technical advice, delivered with empathy
Partner, Private Wealth
Vicky’s aim is always to be recognised for her enduring client and professional relationships with technical expertise at the heart of her work. In practice, she enjoys getting to know her clients and identifying the key objectives of their planning, providing clear, tangible advice which aligns with their goals. She values working with clients over the long term, spanning successive generations, to provide a lasting impact through her planning.
She has a wealth of experience in planning for high-net-worth individuals, with a focus on advising entrepreneurs and business owners on tax-efficient wealth preservation. This includes advice on the creation and management of trusts and other structures.
With a Diploma in Regulated Financial Planning and the STEP Advanced Certificate in Administering Estates, Vicky combines her expertise with a practical, human approach. Her focus is on making complex matters manageable and easing the anxiety that can come with long-term planning.
Before joining Greenwoods, Vicky led the Cambridge office of a regional firm. She is known for her calm, collaborative style and for helping clients tackle even the most intricate private wealth challenges with confidence.
Vicky had a direct route to law, studying the subject at both A-level and university, and when she’s not advising clients, Vicky enjoys musical theatre and rescuing her dog from muddy puddles.
Vicky’s recent experience includes:
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