I am the founder and owner of Green Financial Advice Limited and Green Legal & Financial Consultancy Limited.
My purpose and passion at work is to help clients:
- simplify their finances
- have the right money in the right place at the right time
- live the life they wish to lead
In 2020/21 I served as President of MDRT; MDRT is a 95-year-old organisation with 90,000 members in over 70 countries. It is considered by many to be the premier global association for financial professionals. I’ve spoken and presented on financial services best practice and excellence in client service around the world including North America, Europe, Australia and across Asia.
I am the author of “The Financial Adviser: How to be a successful practitioner”. Since first publication in 2002 the book has been translated and reprinted in multiple languages and alphabets.
Voluntary positions include serving as a trustee on the Personal Finance Society Charitable Foundation, serving on the board of directors of the Life Insurance Association and numerous international best practice management committees.
I hold the Chartered Insurance Institute Personal Finance Society Diploma in Financial Planning, have held the full Financial Planning Certificate since 1996 and Diploma since 2008. Also, in 2008, I was
one of the first thirty advisers in the UK to achieve accreditation in the internationally accepted ISO22222 benchmark for Personal Financial Planning and in 2012 Green Financial was just the fifth firm in the UK to be awarded BS8577 certification in Financial Planning.
2020 marked my 25th anniversary as an independent financial planner, helping clients through multiple full cycles of global growth and recession. During that time, whatever the economic conditions, I’ve assisted more than 750 people and families (currently serving approximately 104 relationships) in over 5,840 meetings, to:
- invest profitably
- plan tax efficiently
- retire with dignity and comfort
- leave a meaningful legacy
Outside of the office… Being a dad to Mia (10) and my adult son Max and husband to Melissa. Playing more tennis than squash these days, keeping fit, video games every now and then, Depeche Mode (& 80s electronica in general!), Cycling to Windsor or Box Hill and back when weather permits, and running around Richmond Park when my knees permit! Yoga, black & white photos, city breaks, art & history, looking out for the results of Dagenham & Redbridge FC, getting back to nature at regular intervals whether the ocean or the desert, Sherlock Holmes, investment psychology, the little differences that make big differences and many, many, more..
Melissa and Ian have worked together since 2000 and were married in 2009 making Green Financial a family business. Their first daughter Mia was born in 2010. Melissa has held the full Financial Planning Certificate since 2002.
Growing up with a father in the air force Melissa lived in many countries before finishing her education with a degree in English Literature at Durham University.
She remains an avid reader and enthusiastic traveller.
Green Financial Advice Limited is authorised and regulated by the Financial Conduct Authority.
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