We are currently focused on Retirement Planning and carry out Occupational Pension Transfers for our clients and the clients of other Financial Advisers across the country.
Served areas
- Pensions, Retirement, Investment & Mortgages
Highlights and features
- Qualified Pension Specialist who can advice on transfer from Occupational Pension Schemes
Associations and certifications
- Chartered Financial Planner, Level 6 Advanced Diploma in Financial Planning & Advanced Pensions AF3
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We offer a free initial consultation for new clients and can arrange for any future fees to be taken from the investment in most cases. Sometimes the advice provided during this consultation will be all you require and our service will cost you nothing. Although, we'd love you to recommend us to friends and family if you are pleased with the help that we have provided.
A full assessment will be offered, which includes tax analysis, cash-flow analysis, an Investment report and a retirement report for a fixed fee. Essentially a full wealth check. (see below)
If the advice you need is modest we provide more limited advice such as re-mortgage or insurance analysis, which can be carried out for a reduced fee.
Our Full Financial Review consists of:
* A full assessment of your current financial standing.
* Advice on how you could reduce income tax, capital gains tax and Inheritance tax on your estate.
* Cash-flow analysis: to project your expected wealth and disposable income forward throughout your life.
* Retirement Report: Assessing the value of your pension schemes and investments and advising on any shortfall, which would restrict you from continuing with your current lifestyle, at your chosen retirement date.
* Investment Report: Assessing the efficiency of your investments with respect to the risk that they involve and setting the expected returns against your spending targets, such as University fees or buying a holiday property. Advice will then be provided with regards to making your investment portfolio more efficient whilst matching your attitude to risk.
* Researching the market: If you need a new contract, we will research the whole market to assess the best provider, the most suitable product and construct a portfolio of funds to meets your needs.
* Regular Review: Finally we will make arrangements to review your financial situation, pensions and investments, on at least an annual basis. During this review we will assess the progress of your investments and pension funds and rebalance your portfolio and change funds where necessary.
A full assessment will be offered, which includes tax analysis, cash-flow analysis, an Investment report and a retirement report for a fixed fee. Essentially a full wealth check. (see below)
If the advice you need is modest we provide more limited advice such as re-mortgage or insurance analysis, which can be carried out for a reduced fee.
Our Full Financial Review consists of:
* A full assessment of your current financial standing.
* Advice on how you could reduce income tax, capital gains tax and Inheritance tax on your estate.
* Cash-flow analysis: to project your expected wealth and disposable income forward throughout your life.
* Retirement Report: Assessing the value of your pension schemes and investments and advising on any shortfall, which would restrict you from continuing with your current lifestyle, at your chosen retirement date.
* Investment Report: Assessing the efficiency of your investments with respect to the risk that they involve and setting the expected returns against your spending targets, such as University fees or buying a holiday property. Advice will then be provided with regards to making your investment portfolio more efficient whilst matching your attitude to risk.
* Researching the market: If you need a new contract, we will research the whole market to assess the best provider, the most suitable product and construct a portfolio of funds to meets your needs.
* Regular Review: Finally we will make arrangements to review your financial situation, pensions and investments, on at least an annual basis. During this review we will assess the progress of your investments and pension funds and rebalance your portfolio and change funds where necessary.
Green Gem Financial Limited is a firm of Independent Financial Advisers (IFA's), based in Birtley in the north east of England. Green Gem was formed in 1998 and has since earned an excellent reputation for the service of its clients throughout the UK. Mark Green is a Chartered Financial Planner and Pension Transfer Specialist.
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Reviews (4)
David R.
Nov 03, 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.
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
Julie Hilton