At Eccles Greenwood Financial Planning LLP we have over 100 years' experience in the Financial Services Industry. Our Managing Partners, Adam and Lee, have worked together for 16 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.
Both Adam and Lee are very proud of the relationships they have developed with their clients 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 mortgage advisers, all of whom can work collaboratively to help you 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 LLP, 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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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As a higher rate taxpayer contributing to a personal pension, I was delighted when Adam advised me that I could receive more tax relief on my contribution than the 20% I was receiving at source. Adam suggested that I contact HMRC, not only did I receive a tax rebate I also ensured that all future ta...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.