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Greenbank Managed for Advised Clients (AasI) - Brochure
Last Updated: June 5, 2026
Greenbank Managed for Advised Clients (ROA) - Brochure
Last Updated: June 5, 2026
Managed for Advised Clients (ROA) - Brochure
Last Updated: June 5, 2026
Model Portfolio Service for Clients - Brochure
Last Updated: June 5, 2026
Seven reasons to choose MPS - Brochure
Last Updated: June 5, 2026
Model Portfolio Service for Advisers - Brochure
Last Updated: June 5, 2026
Target Market Valuation Statement
Last Updated: June 5, 2026
Investment services for Financial Advisers
Last Updated: June 5, 2026
Discover how our investment managers support financial advisers with tailored portfolio services, expert insights, and dedicated relationship management.
Ellie Howes
Last Updated: June 5, 2026
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts. I'm passionate about delivering high levels of customer service to our clients.
Camilla Sherbrooke
Last Updated: June 5, 2026
I work closely with Max Richardson to provide bespoke wealth planning solutions for high net worth private clients and their families. I manage portfolios for private individuals, companies, personal pensions and charities. Building a detailed understanding of your personal circumstances and current position is at the heart of what we do. Together we will align your needs, values and your personal goals to give you a holistic picture of your overall finances and how we can achieve your objectives.
Decumulation: turning accumulated wealth into a maintainable retirement income
Last Updated: June 5, 2026
We work with advisers to help make the investment side of decumulation more repeatable, more resilient, and easier to oversee.
Document hub for advisers
Last Updated: June 5, 2026
Document hub for advisers