Ethan Greenaway

Paraplanner

Ethan Greenaway is a Paraplanner in the US Private Wealth team, where he contributes to the creation of forward‑thinking, holistic financial plans for high‑net‑worth individuals and families. His role centres on partnering closely with advisers to shape recommendations that are technically precise, strategically coordinated, and sensitive to the complexities of cross‑border financial planning.

Ethan’s work spans in‑depth financial analysis, sophisticated cashflow modelling, and the production of clear, well‑structured advice documents, including comprehensive suitability reports. His approach focuses on presenting complex information in a way that helps clients make confident, informed decisions about their long‑term financial position.

He holds the Level 6 Certificate in Advanced Financial Planning and is actively progressing towards the Level 7 Certified Financial Planner (CFP) designation, demonstrating his commitment to continuous development and high technical standards.

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