Name: Steven Green
Mobile: 07968 500069
I am a Financial Adviser with over 20 years' experience in the Financial Services industry. I provide a range of financial services and advice for my clients across London, Essex and the South East.
Investment in modern technology has made this more practical for me, as part of my ongoing service, my clients have access to their very own bespoke client portal. This fantastic technology gives my client 24/7 access to their investment, pensions, life assurance and mortgages all in one place. Of course, I'm still available to provide advice and recommendations but my clients are confident in the fact they can see all of their financial details in one place.
Financial planning is a very personal matter and requires discretion and a personal approach. Every individual or business have different circumstances, ambitions and needs. What's more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit particular needs. I will work closely together with my clients to ensure that this remains the case in the future as needs change.
Areas I specialise in are:
•Protection planning for individuals and businesses
•Retirement planning for individual's pre and post retirement
•Investment and Tax planning for individuals and businesses
•Supporting businesses with Auto Enrolment
Whether you're looking to protect your loved ones or business, save/invest for the future, plan towards your retirement, or simply a business who needs help and support with Work Place pensions I can help you put your plans in place and ensure you understand what options are available to you.
I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for advice or ongoing services will be discussed and agreed at this meeting.
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