What our clients say
Following a period where I was asking Large Banks to consider handling my Investments, during which time I met an ever-changing series of polite, grey suited, but colourless "personal advisors", I decided to cast around for other sources. During the course of this period I met a couple of Directors of a small company. To a man they recommended Ian Green as the chap to talk to.
During the following year I had two separate interviews, spaced out by a few months with Ian and decided finally to go along with him. My reasons for adopting this policy were as follows:
Ian talks directly to you and does not equivocate. He explains matters in as simple or as technically fast moving manner as you require.
He is obviously and transparently honest. There are no "grey" areas with him as far as I am aware.
In the course of changing some of the smaller policies that have been transferred to my account with him, he has done all the spadework.
I have only been with him for a few months and am already totally satisfied with the end results.
I unhesitatingly recommend any reader to consider having Ian Green on their side.
"A fantastic example of a financial adviser being a true professional is Ian Green. Having the right level of technical knowledge is a key component of Ian's personal development and Ian's desire to increase his professional standards means he works hard to implement sound systems that support him to deliver the best possible service to his clients. Ian is a true testament to what being a 'professional' is all about. Ian has the knowledge, the application skills, sound ethical principles and a belief that being a financial planner is not just about giving the best advice it's about being the best you can be in everything that you do. Ian is one of the profession's leading and most respected advisers"
"Just a quick feedback for you to say how much I enjoy using the new [Wrap Wealth Management Service] website. It has a lot of info and is great for anxious souls like myself keeping a track on finances."
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.
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