A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial wellbeing. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.

Contact us		Specialisation		Email
Mr S Redler		Shareholder Protection		Greene & Company Financial Services		email me
		Key Person Protection
		Pensions (incl Stakeholder)
		Residential Mortgages
		Individual Protection
Mr N Scott		Pensions (incl Stakeholder)		Greene & Company Financial Services		email me
		Residential Mortgages
		Individual Protection
Mr R Whitmarsh		Group Protection		Greene & Company Financial Services		email me
		Shareholder Protection
		Group Pensions
		Key Person Protection
		Group Stakeholder
		Individual Protection
		Pension choices at Retirement
		Lump Sum Investments
		Pension Transfers
		Unit Trusts / Investment Trusts
		Tax planning for Individuals
		Pensions (incl Stakeholder)
		Estate Planning
Mrs M Stanislaus		Residential Mortgages		Greene & Company Financial Services		email me
		Individual Protection
Mr M Seewoonarain		Residential Mortgages		Greene & Company Financial Services		email me
		Individual Protection
Your home may be repossessed if you do not keep up repayments on your mortgage.