Founding Partner
Steven Green Financial Planning
Area of expertise
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.
07968 500069
steven@stevengreenfp.co.uk
stevengreenfp
Steven Green Financial Planning
Brook House
Brook Lane
Doddinghurst
Essex
CM15 0RT
Insert text here
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.
Insert text here
Insert text here
<< Back to search results
Find an adviser in your area and get the conversation started
Suite 15
The Media Centre
7 Northumberland Street
Huddersfield
HD1 1RL
Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).
