As well as our traditional face-to-face approach, we remain forward looking, adopting many up-to-date practices into our business. For example, we help our clients manage their situations using our wealth management service, utilising wrap platform technology, giving us an interactive approach where we securely share information with our clients online, creating a dynamic management tool for us to provide a truly effective modern service.
We start with your personal lifetime planning – ‘THE WHY?’
Why are you undertaking this work with us? What is your purpose?
Next the financial report and the plan – ‘THE WHAT?’
What needs to happen with what you already have in place and does anything else need to be done to ensure you reach your goals?
Finally, the financial advice – ‘THE WHERE?’
Where should your money be invested and what needs to happen over time with it AND your financial plan to ensure you end up where you want to be?
Whether savings, investments, retirement or estate planning, Green Financial have the expertise to help you ‘SIMPLIFY YOUR FINANCES’
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 and that all costs are clearly stated.
Most initial 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. We show the cost in both pounds and percentages so if you wish to compare elsewhere you can.
The ongoing wealth management service is normally charged on a percentage (usually 1% or less) of funds under influence. Again, we’ll show you the costs in percentages and pounds so you know what you are paying and when. And we always show your returns after tax and charges, so you’ll always see ‘your’ number. There are no hidden costs. Our fees will always be clear. You’ll never receive a bill from us you weren’t expecting.
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Testimonials from individuals within financial services
"It has been over the past 12 months that I have worked closely with Ian in refining processes within his system. During this time it has become clear that he stands out from the majority of IFA business owners as an innovator and early adopter of new ideas. This is blended with attention to detail and advanced working practices. Many IFA firms have expertise, few IFA firms have effective systems and processes. Ian delivers on both counts."
Mr N R, Newcastle, Financial Services Consultant
"A fantastic example of a financial adviser being a true professional is Ian Green. Having the right level of technical knowledge is a key component of Ian's personal development and Ian's desire to increase his professional standards means he works hard to implement sound systems that support him to deliver the best possible service to his clients. Ian is a true testament to what being a 'professional' is all about. Ian has the knowledge, the application skills, sound ethical principles and a belief that being a financial planner is not just about giving the best advice it's about being the best you can be in everything that you do. Ian is one of the profession's leading and most respected advisers and it was a pleasure working with him"
M H, Financial Services Best Practice Expert
my reasons for choosing his organisation
Following a period where I was asking Large Banks to consider handling my Investments, during which time I met an ever-changing series of polite, grey suited, but colourless "personal advisors", I decided to cast around for other sources. During the course of this period I met a couple of Directors of a small company. To a man they recommended Ian Green as the chap to talk to.
During the following year I had two separate interviews, spaced out by a few months with Ian and decided finally to go along with him. My reasons for adopting this policy were as follows:
Ian talks directly to you and does not equivocate. He explains matters in as simple or as technically fast moving manner as you require.
He is obviously and transparently honest. There are no "grey" areas with him as far as I am aware.
In the course of changing some of the smaller policies that have been transferred to my account with him, he has done all the spadework.
I have only been with him for a few months and am already totally satisfied with the end results.
I unhesitatingly recommend any reader to consider having Ian Green on their side.
R.W. Woolley (C.Eng. M.I. Mech. E.)
"I just wanted to say thank you for all that you have done since you first started to help sort out my finances in 1996. At the time of John's death I gave you a wish list of being able to retire early and go on a world cruise. Both these ambitions were met and you have continued to enable me to live a lifestyle above what seemed possible 19 years ago."
"I am grateful for all the work you continue to give to take care of my financial affairs. I feel I am in very good hands"
Mrs PS, Surrey
On receiving our first regular update:
"I am really impressed with this. It has exceeded my expectations and is by far the best service I have received from any financial adviser."
And 1 year later:
"I was prompted to send this after listening to a radio 4 debate on transparency in active management and charges. Thank you for being one of the good guys and consistently delivering what you said you would in the way you promised. (A bit like the Ronseal of IFAs!)"
And a further 2 years later:
“I would add two things:
1. Engaging Ian Green has been one of the best financial decisions I've ever made.
2. The small team provides a consistently high and personalised service.”
Mr N, Middlesex
"Thank you very much for my Quarterly Report. I was very pleased to see that the overall value of my portfolio has dropped by only 1.22%. This is much less than the 3-5% average for the higher risk portfolios and more in keeping with the 1-2% I might have expected from a medium risk portfolio - but mine is higher risk, so I feel it's done well - thank you!
Indeed, I see from the on-line Wrap Wealth Management Service that, since the end of the report period, the performance has picked up a little, so as of today my overall value is only 0.43% down from 1 April - pretty staggering in view of what the markets have been doing during that period.
I also note that my portfolio's overall value has increased by a whopping 20.83% since inception, which was in December 2012. I don't think I could have asked for more - thank you again, I'm very pleased with what you've done for me."
David Gaster, Surbiton
"I thoroughly enjoyed our meeting with you yesterday. You made everything wonderfully clear, and you inspired in us total confidence in your service. Great!"
Mr W, Kent
"For both of us, it was the greatest pleasure to have met you yesterday. Finally, somebody was able to explain complicated financial structures in understandable English and not in Financial gobbledygook. We are so happy."
Mr & Mrs W, London
"Ian has held my hand through good financial times and less good financial times. Even when I was pretty skint - and therefore not an ideal client for a financial advisor - he was always there for me (financially speaking). He reorganised my pension arrangements so that I can now look forward to a mis-spent old age gadding round the world instead of a miserable existence in front of a one bar fire which I cannot afford to turn on... He's also advised on good funds to put my ISA money in. He really knows his stuff and makes it really easy to invest once you've decided where to put your money. If anyone asks me for advice on where to find a good financial advisor, I always suggest Ian."
J.C. , London
"I would like to recommend Ian without reservation as the best "money man" I have dealt with. His clear and extensive understanding of financial planning is quite evident. His honest and concise approach is both reassuring and very clear. I have worked with Ian for over 10 years, during this time he has advised both my family and myself on financial planning. Ian has helped add value to my business by offering advice for my employees too. Over time our trust relationship has developed and Ian is the first person on my list when it comes to matters financial. If you haven't already taken the time to sit and discuss with Ian your plans, I strongly recommend you do so."
Mr I H , company director, SE England
"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
"I want to thank you for your kind and welcome [advice at our meeting]. Your clarity was much appreciated. You have looked after my money superbly, and I also congratulate you on all the well-deserved honours you seem to be notching up. Fantastic!"
Mrs B, Kent
Please note: originals of all testimonials are held on file and are available for inspection
Click here to read over 100 independent reviews averaging 4.9 out of 5 stars.
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