Greenstone Financial Planning

Independent Financial Adviser Greenstone Financial Planning, 78 Pall Mall, London, SW1Y 5ES
First meeting at adviser's own cost
Response rating
FCA verified
15th April 2019
We make this easy for you. We help you achieve financial freedom through sound, long-term financial planning.
We can advise you on
    • Corporate pension
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Catherine Greeves APFS CFPTM Chartered MCSI
Chartered Financial Planner
Chartered Financial Planner Certified Financial Planner
Michael Hill DipPFS
Financial Planner
Where to find us

Greenstone Financial Planning, 78 Pall Mall, London, SW1Y 5ES

Make an enquiry
About us

Greenstone Financial Planning takes a refreshingly different approach to finance. It was born from our shared desire to provide financial planning and advice of the highest quality to business owners, entrepreneurs and those who want to take control of their financial futures with the guidance of a skilled planner.

We focus on you and your needs and help you to answer the important questions in life: When can I work because I want to, not because I have to? How much is enough? If something happens to me will my family be safe? Using our skills to challenge where necessary we help you to create a plan that is personal, meaningful and realistic.

Taking control of your financial future isn’t just about the initial plan. Over the years, we stay with you on the journey and ensure you remain on track. Although you will liaise primarily with one planner, we work as a team to make certain the benefit of our combined knowledge is available to you when needed. We also invest in the latest processes and technologies, giving you access to your information when you want it.

Let’s have a coffee and explore how we can help.

Our services

Do you need to make time-sensitive and important financial decisions, need a financial sounding board or simply want to take control of your situation? Have you been thinking about your future and recognise the need to set clear goals to achieve the lifestyle you desire? Perhaps you’re preparing to retire or want to pass your wealth on. Maybe you have received money through inheritance, divorce or personal injury and a significant restructuring of your life is a very real consequence. Our personable yet professional approach to these scenarios and more will give you the confidence you’re in safe hands.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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