
Adam Green
Financial Planner
West Yorkshire
About me
I’ve been with Mazars since graduating in 2015 and being a Financial Planner means that I can use my Mechanical Engineering degree to great effect everyday – not! I trained as a Financial Planner as I wanted to be in a client facing role where everyday was different and that couldn’t be more accurate of my role at Mazars. I work with business owners and private individuals across Yorkshire to help them make better financial decisions for their future.
My details
I like helping people on:
Advice to business owners
Pensions - Approaching retirement
Inheritance planning
Insurance
My qualifications:
Chartered Financial Planner
My charging model:
Ongoing % fee