Green Gem Financial Ltd

Independent Financial Adviser Unit 3s, Pinetree Centre, Durham Road, Birtley, Co Durham, DH3 2TD
FCA verified
9th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Mark Green CeMap APFS
Chartered Financial Planner/ IFA
Where to find us

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

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.

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

Green Gem Financial Limited is a firm of Independent Financial Advisers (IFA's), based in Birtley in the north east of England. Green Gem was formed in 1998 and has since earned an excellent reputation for the service of its clients throughout the UK.

Mark Green is the Managing Director and Chartered Financial Planner for Green Gem and he has run the firm and its associate companies, from the very start almost 16 years ago. Mark has drawn on his vast experience in Financial Services, which stretches back over 20 years. Your advice will not be passed down to a junior adviser or paraplanner.

Our services
We offer a free initial consultation for new clients and can arrange for our fees to be taken from the investment in most cases.
A full assessment is undertaken, which includes tax analysis, cash-flow analysis, an Investment report and a retirement report for a fixed fee of £495.
More limited advice such as re-mortgage or insurance analysis can be carried out for a lower fee of £295.

Mark Green is a Chartered Financial Planner.
He also holds the level 6 AF3 qualification required by pension specialists and has held a Statement of Professional Standing from the Chartered Insurance Institute since 2011.

Our Financial Review consists of:

A full assessment of your current financial standing.

Advice on how you could reduce income tax, capital gains tax and Inheritance tax on your estate.

Cash-flow analysis: to project your expected wealth and disposable income forward throughout your life.

Retirement Report: Assessing the value of your pension schemes and investments and advising on any shortfall which would restrict from continuing with you current lifestyle at your chosen retirement date.

Investment Report: Assessing the efficiency of your investments with respect to the risk that they involve and setting the expected returns against your spending targets, such as University fees or buying a holiday property. Advice will then be provided with regards to making your investment portfolio more efficient and matching you attitude to risk.

‘Green Gem Financial Ltd.' is authorised and regulated by The Financial Conduct Authority (Ref: 400488)

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