Green Financial Advice Ltd

Independent Financial Adviser  Green Financial Advice Ltd, Greater London, London, SW15 2PZ
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FCA authorised
Last authorised 20th September 2021
Providing valuable personal financial advice since 1995. Green Financial "Simplify Your Finances"
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Ian Green
Director / Owner
About us

Ian Green has been a financial planner since 1995.
His is a personal service for a limited number of clients.
His view of financial planning is very simple.
- It is about ensuring you always have the right money, in the right place, at the right time in your life.
- It is about discovering "How much is enough?"
- It is about simplifying your finances
That is what he does.
And he never, ever forgets that it's your money.

Our services

Simplify Your Finances
Jargon - Free
Friendly, Personal Service - we'll know who you are when you contact us. You won't have to explain everything, again, to someone else, everytime you call (you'll know what I mean if you've ever tried to phone a bank...!)
Wealth Management, Pension Evaluation, Retirement Income Planning, Tax & Estate Planning, Your Finances at your Fingertips, Wills & Trusts, Green & Ethical Investing

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Green Financial Advice Ltd, Unit 1, 10 Bective Place, Greater London, London, SW15 2PZ

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