David Green Financial Adviser
Initial consultation free
Restricted
Fully focused advice, based on 30 years' experience of helping clients plan for their financial priorities, goals and objectives. I will listen to what you want to discuss and will advise you honestly on your most suitable options.
We can advise you on
Clients
helped
56helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR David Green DipPFS CeMAP
Financial Adviser
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers. Tax treatment varies according to individual circumstances and is subject to change. The value of investments can fall as well as rise. You might get back less than you invested. Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited. Quilter Financial Planning Solutions Limited is authorised and regulated by the Financial Contact Authority. (Employee Benefits, taxation planning, estate planning and trusts are not regulated by the Financial Conduct Authority). Approver: Quilter Financial Planning Solutions Limited. 12 June 2023.
Legal information
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