Steve Green

Founding Partner

I am a Financial Adviser with over 25 years of experience in the Financial Services industry. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

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.

I specialise in areas such as:

Protection planning for individuals and businesses
Retirement planning for individuals and supporting businesses with Work Place Pensions
Investment planning for individuals and businesses
Trusts and Estate Planning

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 Group Employee benefits/pensions, then I can help you put your plans in place and ensure you understand what options are available to you.

As part of your ongoing service you will have access to your own Wealth Platform portal that will provide you with 24/7 online access to your own financial information. Your personalised platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets you hold all from one screen.

Please feel free to contact me if you would like to know more about our services and how I can help you.

Areas of expertise

Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake. Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important. Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this. If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day. I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.

Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum. I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.

Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.

07968 500069
steven@stevengreenfp.co.uk

Brook House
Brook Lane
Doddinghurst
Essex
CM15 0RT