Our Approach

As well as our traditional face-to-face approach, we remain forward looking, adopting many up-to-date practices into our business. For example, we help our clients manage their situations using our wealth management service, utilising wrap platform technology, giving us an interactive approach where we securely share information with our clients online, creating a dynamic management tool for us to provide a truly effective modern service.

We start with your personal lifetime planning – ‘THE WHY?’
Why are you undertaking this work with us? What is your purpose?

Next the financial report and the plan – ‘THE WHAT?’
What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals?

Finally, the financial advice – ‘THE WHERE?’
Where should your money be invested and what needs to happen over time with it AND your financial plan to ensure you end up where you want to be?

Whether savings, investments, retirement or estate planning, Green Financial have the expertise to help you ‘SIMPLIFY YOUR FINANCES’

How we are paid

Since the year 2000, I have operated on a fee based, non commission basis, so that the client has as much choice as possible and that all costs are clearly stated.

Most initial work is carried out on a project fee basis where the cost is agreed, in advance - so the client can decide if of value before proceeding. We show the cost in both pounds and percentages so if you wish to compare elsewhere you can.

The ongoing wealth management service is normally charged on a percentage (usually 1% or less) of funds under influence. Again, we’ll show you the costs in percentages and pounds so you know what you are paying and when. And we always show your returns after tax and charges, so you’ll always see ‘your’ number. There are no hidden costs. Our fees will always be clear. You’ll never receive a bill from us you weren’t expecting.

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