David Green IFA

Independent Financial Adviser 21 Broomcroft Road, West Sussex, Bognor Regis, PO22 7NJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th December 2018
Fully independent advice, based on 25 years' experience of helping clients plan for their financial priorities, goals and objectives.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Remortgage
    • Residential
    • Long term care
Meet our advisers
adviser-person
David Green DipPFS CeMAP
Independent Financial Adviser
Where to find us

21 Broomcroft Road, West Sussex, Bognor Regis, PO22 7NJ

Contact us
About us

David Green is a fully independent, professional, qualified adviser with over 25 years' experience as a financial adviser and wealth planner. He has helped many clients achieve their financial objectives by providing comprehensive and focused advice on all areas of financial advice. Highly trustworthy, knowledgeable and reliable, David has a reputation for excellent client service. Completely unbiased advice is offered on a fee or commission basis.

Our services

From the outset we take the time to understand what really matters to you and use our experience and knowledge to research the range of options to help you meet your objectives. We take time to explain clearly the choices available to you and provide the information and advice you need to make the right decisions for your personal circumstances.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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