Mary Green
Financial Planner and Founding Member
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:
Pensions – Retired
Pensions - Approaching retirement
Inheritance planning
Socially responsible investing
My qualifications:
Diploma in Financial Planning
My charging model:
Fixed £ fee