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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 with

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    Pensions – Retired

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    Pensions - 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

    Boring Money is not regulated or authorised to give personal financial advice. We aim to provide information, general pointers, tips and ideas, but those wanting personalised advice or specific instructions on what to do or buy should seek out the services of a financial adviser. In these relationships you pay for advice, they tailor everything to you, and you have redress if you get dodgy advice.

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