Adam Green

Adam Green

Financial Planner

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West Yorkshire

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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:

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Advice to business owners

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Pensions - I’m approaching retirement

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Inheritance planning

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Insurance

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee