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.