Green Gem Financial Ltd

Independent Financial Adviser  Unit 3s, Chester le street, Tyne and wear, DH3 2TD
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FCA authorised
Last authorised 18th May 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection 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
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mark Green CeMap APFS
Chartered Financial Planner/ IFA
About us

We provide our clients with in-depth independent research and we are available to give an initial consultation at our cost for all new clients. We believe in providing clear advice in a way that our clients understand, which is the area our clients tell us is lacking in many other financial companies. We are fully independent and have no links to any Estate Agents, banks or Accountants as we like to put our clients first when
providing advice.

Our services

We listen and provide a professional service that meets our clients needs.
We provide Cash-flow modelling to provide a financial health-check for clients through to their retirement.
We offer specialist pensions advice, which includes occupational pension transfers and group schemes.
We also build investment portfolios for clients, which maximise their potential for growth, while meeting their concerns for risk to their capital. We have a flexible approach and can set up the portfolio with active funds, passive funds, a mixture of both, or purely from ethical funds.

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

Unit 3s, Pinetree Centre, Durham Road, Birtley, Co Durham, DH3 2TD

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