Green Beans Financial Ltd

I qualified as stockbroker and financial advisor and began working in the industry in 2000. It was all high pressure sales for the biggest commissions, but I lacked the killer instinct. My conscience stood squarely in the way so I left financial services.

But a few years ago, while remortgaging our home - I realised, there's a great yawning gap. There are so many people who need decent, straight up advice and not enough people giving it.

I had a lovely chap taking care of my remortgage but when he asked me about life insurance I fobbed him off and he left it at that. Because nobody ever wants to buy life insurance, nobody gets the fuzzies thinking about critical illness cover, and nobody gets giddy over writing a will, but I needed all of them and he should have given it to me straight.

So I asked around, friends, colleagues, family, all smart sensible people and they were just as bad.
Maybe it’s optimism? But more likely it’s denial, because we don’t want to accept our mortality or our vulnerability.

And that was my inspiration. To help people like me and my friends.

Mortgages aren’t exciting. They’re just not. It’s people that I’m passionate about.

I retrained and requalified so that I could set up my own company because I wanted to grow a business based on doing the right thing.

It's people that interest me not interest rates. If you want conscientious, thoughtful and caring service - let's get together.
I’m old school, face to face, because we’re talking about life altering decisions and the things that are most important to you, so if that doesn’t warrant a brew and a chat with someone then I don’t know what does.

I offer a fully remote service now, including digital signatures and web meetings

I've moved my service online and adapted to be able to offer the same level of service.