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Mary Green

Mary Green

Financial Planner and Founding Member

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Gloucestershire

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:

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Pensions – I’m retired

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Pensions - I’m approaching retirement

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Inheritance planning

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Socially responsible investing

My qualifications:

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Diploma in Financial Planning

My charging model:

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Fixed £ fee