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

Picture of Steve Green
  • Brook House
  • Brook Lane
  • Doddinghurst
  • Essex
  • CM15 0RT