About Us

At Eccles Greenwood Financial Planning LLP we collectively have over 100 years’ experience in the Financial Services Industry. Our Managing Partners, Adam and Lee, have worked together for 20 years and originally formed the Practice as they felt a stronger business would be created by combining experience, founding values and a desire to provide an excellent service to our clients. 

Over the years the Practice has grown and with it so has the team. We have welcomed new advisers, each with their own experience, personality, and specialism. Our clients are our main focus and we are very proud of the relationships that have developed over a number of years, in many cases involving several generations of family members cementing the importance of an all-encompassing holistic approach to financial planning. 

As well as working with private and corporate clients, we also have strong working relationships with other professional services including solicitors, accountants and other professional services, all of whom can work collaboratively in the achievement of your goals. 

Experience has proved that no two clients are the same, everyone is an individual and should be treated as such. At Eccles Greenwood Financial Planning, you, as our client are at the heart of everything we do. Your views and voice are heard, and any concerns reassured. Your involvement is key in the journey to achieving your objectives in an ever changing and sometimes uncertain financial environment.