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Chartered Financial Planner providing pensions and mortgage advice since 1998.
We previousley provided a specialist mortgage packaging service for other brokers accross the country and use this experience to help our clients seeking a mortgage.


Reviews (2)

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Peter Gardner

15 November 2018

Following retirement I had money to invest to ensure a good level of income for the remainder of my life. After a lot of research and discussing options with a variety of financial advisers I went to see Mark Green. He talked in language that my wife and I could understand. Mark has handled our investments for the last seven years. A mix of investments and savings. We can still finance our life style to the same level as we could when I was working thanks to Mark’s advice and expertise. I would recommend him without hesitation. Thanks Mark. More...


David Rees

25 September 2018

I spent 2 hours talking to Mark about my retirement options. He was very honest in his assessment of the options available to me. He carried out a survey of all my different pension schemes and also a questionnaire to assess how risk averse both my wife and I were. At no time did he try and "recommend" schemes or try to push me in any direction. He pointed out that if I needed a written report it would cost a significant amount of money otherwise the session would be free. More...

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Saving clients money and making them better off financially.
Where as we are always likely to save clients money, there are also common circumstances where clients, especially coming up to retirement, are faced with a decision that can make them significantly better off. Sometimes their pension company or employer won't even offer the best option available to them.

The company I worked for before 1998 wasn't independent and I was a styrong believer in Independent Financial Advice.

I'm told I'm good at explaining complex areas of finance in layman's terms.
The firm has excellent systems in place to enable the very best advice from product comparisons across the market, to the portfolio of investments advised having employed the service of a top international investment firm.