Green Wealth Management Limited

Independent Financial Adviser 27 Lodge Lane, Aston, South Yorkshire, Sheffield, S26 2BL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd October 2018
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Dominic Green
Independent Financial Adviser
adviser-person
Howard Green
Independent Financial Adviser
What our clients say
My Husband was retiring and we wanted to use some of his pension pot to invest in a bond at little or no risk. Howard advised us which one he thought would be best and we were delighted with the result when the 5 year bond matured. I don't think he could have done better, we were delighted with his advice
Carol Margaret Warnock, Sheffield
My Husband was retiring and we wanted to use some of his pension pot to invest in a bond at little or no risk. Howard advised us which one he thought would be best and we were delighted with the result when the 5 year bond matured. I don't think he could have done better, we were delighted with his advice
Carol Margaret Warnock, Sheffield
I needed personal and company advice on financial products and planning. Howard helped me to identify the most suitable products for me and my business and to put those products in place. The advice that Howard has provided has made me feel more secure financially and allowed me to plan for the future. However It would be great to have real-time online access to all of the products in my portfolio. This may not be a limitation of Howard's company but of the companies providing the financial products.
David Warnock, Sheffield
Where to find us

27 Lodge Lane, Aston, South Yorkshire, Sheffield, S26 2BL

Contact us
About us

Based in Sheffield, Green Wealth Management Limited specializes in helping customers of all walks of life achieve their goals.

Our Independent Financial Advisers and Independent Mortgage Consultants will arrange a meeting with you to carefully paint a picture of your current lifestyle and financial situation and also your current and future goals and then provide you with a plan to achieve those goals. Our financial advisers have an average of 20 years experience advising customers from many different backgrounds in many areas of Financial Advice.

We also specialise in occupational pension transfers.

Our services

Pensions
Workplace Pensions
Investments
Occupational Pension Transfers
Mortgages
Financial Protection
Wills and Estate Planning

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

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH YOUR MORTGAGE REPAYMENTS

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