Hello, I'm Philip Greenwood
Head of Technical Consulting
I’m a Chartered Financial Planner and hold Fellow status with the Personal Finance Society (PFS). I also volunteer on the PFS Paraplanner Panel and regularly write articles for industry press.
What drew me to EQ was its commitment to sustainable investing and the drive to create a purpose that goes beyond conventional wealth management. I value being part of a B Corp business that puts people at the heart of what we do, working alongside colleagues and clients who share the same values and goals.
Outside of work, I enjoy playing guitar and writing fiction when I get the chance, but most of my time is spent with my wife and young family. I love being involved in my children’s lives and watching them grow. I am constantly amazed by their capacity to surprise me.
I joined EQ Investors (EQ) in 2022 and have been in the industry for over 15 years. I lead the Technical Consulting team, providing technical support to our advice team and overseeing training and development. I’m a Chartered Financial Planner and hold Fellow status with the Personal Finance Society (PFS). I also volunteer on the PFS Paraplanner Panel and regularly write articles for industry press. What drew me to EQ was its commitment to sustainable investing and the drive to create a purpose that goes beyond conventional wealth management. I value being part of a B Corp business that puts people at the heart of what we do, working alongside colleagues and clients who share the same values and goals. Outside of work, I enjoy playing guitar and writing fiction when I get the chance, but most of my time is spent with my wife and young family. I love being involved in my children’s lives and watching them grow. I am constantly amazed by their capacity to surprise me.
My specialities are...
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