Retirement planning – This would incorporate individual, group and executive pension plans, Stakeholder pension, Employee benefit schemes and Annuity advisory service.
Mortgage arrangement service and Financial re-engineering – Incorporating first and second time buyers, remortgage, debt consolidation and commercial financing.
* Please think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up payments on your mortgage.
Life assurance and protection planning – Including all forms of family protection, income and disability protection, estate planning and business protection.
Mortgage Conveyancing – Offered through a network of specialist solicitors.
Will writing – Offered via vetted third party agencies (www.green-wills.co.uk).
Investment planning – Including regular and single premium products.
School fees planning
Key event advisory service – On issues such as redundancy & retirement.
Our objective is to deliver a high quality face to face financial planning service to each of our corporate and individual clients.
To fulfill that vision, using our experience and technical skills we work very closely with you as our clients and we strive to:
Understand your needs by carefully listening to and assessing your current and future objectives by going through a diligent process of two-way review discussion with you.
Bring clarity to your goals by carefully analysing your circumstances and needs.
Identify, evaluate and prioritise your specific needs and objectives.
Create a clear plan of action which enables you to take better control of your financial affairs and reach your objectives.
Research the entire market place and provide the most suitable product solutions available whilst equally delivering value for money and helping you make and save money.
Review future progress against the planned strategies and adjust to change as required. We do this by establishing with you an enduring lasting relationship built upon outstanding personal service and trust.
We operate in an increasingly complex world. Changes in legislation and regulatory environments are matched by equally far reaching social and technological change.
In such a fast moving environment Green Financial Solutions can act as your trusted financial planning partner and help you to interpret what may affect you and what won’t and how to take advantage of opportunities that are available.
If you would like to know more about this service we offer then please contact us.
Green Financial Solutions is an appointed representative of Unleash Advice Partnership Ltd, which is authorised and regulated by the Financial Services Authority. FSA No: 473157
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Telephone: 0114 2818159
Mobile: 07944 844460
