Ready to meet
Green Financial subscribe to the UK regulatory body Code of Practice
Ian Green holds appropriate professional qualifications as required by the regulator, maintains a full record of Continuing Professional Development (CPD) and holds an up to date 'Statement of Professional Standing' (SPS) as evidence of the above.
Our code of ethics and conduct
Always place the best interests of our clients above our own direct or indirect interests.
Maintain the highest standards of professional competence and give the best possible advice to clients by continually seeking to maintain and improve professional knowledge, skills and competence.
Hold in the strictest confidence and consider as privileged, all business and personal information pertaining to our clients' affairs.
Make full and adequate disclosure of all facts necessary to enable our clients to make informed decisions.
Maintain personal conduct which will reflect favourably on us, the company and the insurance and financial services profession in general.
Determine that any replacement of an insurance or financial product must be beneficial for the client.
Abide by and conform to all provisions of the laws and regulations of the financial services regulator.
Corporate & social responsibility
We work hard to ensure that we continue to operate in a socially and environmentally acceptable way:
We aim to work in a social, ethical and environmentally responsible way. We take care to build good relationships with employees, suppliers and the local community.
All employees are encouraged to develop real skills, undertake ongoing personal development and achieve higher professional qualifications.
We are against all forms of discrimination.
We encourage a good work-life balance for all employees.
A number of charities whose activities are closely aligned or related to our work are supported.
We maintain membership of The Personal Finance Society (PFS), our professional body and demonstrate a number of core values. Further details are available.
To ensure the environmental impacts of our business are taken into consideration, we participate in a carbon offset scheme, recycling scheme and a car-share venture to help cut pollution.
Wherever possible we aim to reduce our environmental impact in terms of energy conservation, waste minimisation, pollution prevention and protection of the natural environment.
Where possible we purchase locally.
We adhere to the Age Concern Principles for inclusive design in financial services, namely Adaptability, Accessibility, Fairness, Useable Information and Minimising Hazards
We provide time and/or financial support to local community activities, projects and charities
We can assure you that your information will not be disclosed to other parties without your permission except other businesses in the same group, representatives of our compliance advisers, our auditors and any organisation requiring access to such information for regulatory purposes.
A full data protection statement forms part of our client agreement
Green Financial Advice Limited is authorised and regulated by the Financial Conduct Authority.
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