Mary Green
Financial Planner and Founding Member
Gloucestershire
Likes
16
Rating
About me
I love talking to people and helping them gain clarity and peace of mind around their finances. They often say they can relax once they have a plan in place and get on with living their life. The process of financial planning pulls all your finances together, organising them and making their management easier and more effective.
I have over 15 years’ experience in financial services, pensions, retirement, Investments, tax planning, IHT planning, personal and business protection. I am passionate about translating the financial gobbledygook into plain English to help individuals and families achieve their financial and personal goals. When I am not wrangling my two children (age 10 and 4 years old), I like to make time for swimming, gardening, travelling, and reading. I am also a big fan of catching up with friends and family over good food and a couple of drinks.
My details
I like helping people on:
Pensions – Retired
Pensions - Approaching retirement
Estate and Inheritance planning
Socially responsible investing
My qualifications:
Diploma in Financial Planning
My charging model:
Fixed £ fee
Have a look at my responses to readers' questions
What people say
Client review
Verified
15 April 2022
Great Adviser
I was very impressed with Mary’s knowledge. Her financial planning was fantastic, I have worked with other advisers but she was able to model a full life planning showing me I could enjoy my retirement, travel and treat my grandchildren without running out of money.
Terry
Client review
Verified
15 April 2022
Pension Advice
I can highly recommend the service I received from Mary Green, she helped put in layman's terms the multiple pensions and types of pensions I needed to amalgamate, to help make my financial situation easier in the future. Merging the funds into a safe portfolio and helped me understand what funds would be available to me on retirement. She was always available for questions by email or phone, with a prompt reply.
Sarah
Client review
Verified
15 April 2022
Client Review
We have found Mary’s financial advice invaluable in planning for our future retirement. We always talk through various options to ascertain the best way forward, with everything being explained to ensure we have a complete understanding. Mary is a very friendly and knowledgeable person, and we have built up a good relationship where we know we can contact her at anytime for advice. We would highly recommend her services!
Sarah