Greenstone Financial Planning

Independent Financial Adviser  Greenstone Financial Planning, London, Greater london, SW1Y 5ES
First meeting at adviser's own cost
We make this easy for you. We help you achieve financial freedom through sound, long-term financial planning.
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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Corporate pension
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Michael Hill DipPFS
Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Catherine Greeves APFS CFPTM Chartered MCSI
Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Certified Financial Planner Chartered Financial Planner
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.

Where to find us
Head office address: Greenstone Financial Planning, 78 Pall Mall, London, SW1Y 5ES
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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