Business Details
We specialise in Cash-Flow Forecasting to assist people moving into retirement. Our company, Green Gem Financial, was formed in 1998, originally as an IFA, and has since earned an excellent reputation for the service of its clients throughout the UK. We have almost 26 years of operational history and over 37 years of experience in Financial Services. Our Managing Director, Mark Green, has run the firm and its associate companies from the start. We draw on our vast experience to provide expert services. We are committed to client satisfaction and have a strong track record of delivering excellent results.
Our team is dedicated to providing a high level of service and expertise. We strive to build long-term relationships with our clients and help them achieve their financial goals. We are passionate about providing a personal and professional service. We believe in being transparent and honest in all our dealings. We are proud of our reputation and strive to maintain the highest standards of professionalism. We are always looking for ways to improve and expand our services to meet the evolving needs of our clients.
Our team is dedicated to providing a high level of service and expertise. We strive to build long-term relationships with our clients and help them achieve their financial goals. We are passionate about providing a personal and professional service. We believe in being transparent and honest in all our dealings. We are proud of our reputation and strive to maintain the highest standards of professionalism. We are always looking for ways to improve and expand our services to meet the evolving needs of our clients.
Served areas
- Pensions, Retirement, Investment & Mortgages
Highlights and features
- We offer almost 26 years of operational history
- We have over 37 years of experience in Financial Services
- We provide expert Cash Flow Forecasting services
- We are committed to client satisfaction
- We have a strong track record of delivering excellent results
Associations and certifications
- Chartered Financial Planner, Level 6 Advanced Diploma in Financial Planning & Advanced Pensions AF3
Services
Cash Flow Forecasting
We create a Cash Flow Forecast to help you understand your financial situation. Our forecast takes into account all sources of income and savings. We provide a clear and comprehensive picture of your financial situation.
Reviews (4)
David R.
Nov 03, 2018
Report
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.
Judy Willis
Mark is fantastic, he went through our details helping up ensure we'd thought of all of the relevant incomings and outgoings, before suggesting and talking us through the various options. When it came to savings, Mark looked through all of the investment options, following a risk analysis assessment which helped him understand the risk level we should be looking at regarding investment. A very, very nice bloke who has really helped us out with our financial affairs.
Peter Gardner
Very good understanding of his clients wishes. Giving easy to understand advice, the plusses and negatives of different investment options. A thorough initial survey of his clients attitude to risk. Excellent administration and client communication.
Julie Hilton
Mark explains things clearly and lets us know exactly what we will be paying for. He has great integrity and only recommends the products that he feels will benefit us and not what will only benefit him