Our Approach

How we are paid

Since the year 2000, I have operated on a fee based, non commission basis, so that the client has as much choice as possible.

- I can either simply provide my product research so that clients can apply 'direct' which is usually quite tiresome for them (dealing with insurance companies!) but they make a cost saving

- I can then optionally provide tax and structual advice in order that the product is set up as effectively and efficiently as possible (which many clients don't do through lack of knowledge via the 'DIY' route)

- I can also carry out the more traditional IFA role of implementing the product and advice from start to finish

I hope you can see that the way in which I operate is slightly more 'open' than the traditional approach of financial advisers, giving the client more choice but providing a full service where necessary or required.

Most work is carried out on a project fee basis where the cost is agreed, in advance - so the client can decide if of value before proceeding.

The wealth management service is normally charged on a percentage of funds under influence

Ian Green

Client Testimonials

"Ian has the ability to communicate the complex world of financial planning in easy to understand terms. This, together with his technical expertise leaves me safe in the knowledge that the 'financial stuff' is being looked after."
Rachel Bell, Managing Director
Shine Communications Limited, London

"We have had a good working relationship with Ian for a number of years and are happy to introduce our clients to him for their personal and corporate financial planning requirements."
Chris Sherliker / Nicholas Lakeland and Partners
Silverman Sherliker, London

"Just a quick feedback for you to say how much I enjoy using the new [Wrap Wealth Management Service] website. It has a lot of info and is great for anxious souls like myself keeping a track on finances."
Paul Sulman, Cambridgeshire

"Ian Green is one of the most remarkable people I have met; not only because he is trustworthy and has integrity, but because he strives to make the world a better place for those he encounters. That is most important to me."
Dr. Maxi Coburn, London E14

"Ian's approach is refreshingly different to anyone I have spoken to previously. Everything is explained in clear, simple terminology. His knowledge of companies and products in the marketplace is impressive and his integrity without doubt."
Susannah Clements, London

"At personal meetings explanations of products are clear and repeated as often as necessary, until the client has grasped it!"
Mrs P Perrott, Kent

"Appointments with Ian Green are never rushed. His use of metaphors ensures everything is explained clearly"
Lesley and David Newton, Essex

"Ian doesn't mind explaining things simply, time and time again!"
F Bandura, Twickenham

"Good, clear advice, without lots of jargon, accessible and above all, professional"
M Gould, Putney

"Thanks, as always, for your meticulous admin - I can't tell you how nice it is to know that you handle all the paperwork so efficiently"
J Shepheard-Walwyn, London

"Ian has always been very thorough and professional and I would have no hesitation in recommending him"
D Hale, Clapham

Please note: originals of all testimonials are held on file and are available for inspection