Steven Green Financial Planning

05/11/2017

6 Days to Go!!!!

I am part of a team, taking part in the Nuclear Fallout 7KM Assault Course on the 11th November in Brentwood. A Great challenge to help a great charity.

We are raising funds for SNAP (Special Needs and Parents) Charity and any small amount you could contribute to our 'Just Giving' page would make a massive difference to helping families effected by

We have matched funding from 'Barclays' so every pound you donate is doubled and along with 'Gift Aid' we could really have an impact on SNAPS fundraising efforts.

https://www.justgiving.com/fundraising/teamsnapfallout

I hope as many of you as possible are able to give us a boost and motivation in taking on this challenge.



Thanks in Advance!
Steve Green

Neill is raising money to help SNAP

22/10/2017

Hi Everyone,

Its that time again for me to help my local Charity. This time we have created "Team SNAP" to collectively help this great charity.

The Event - 7k Nuclear Fallout Assault course on the 11th November - Brentwood. We are taking on this challenge as a team.

Please help us support a great local Charity in

This challenge is completely worth it.

Team is raising money to help SNAP

08/09/2017

Looking forward to helping out SNAP with a team of 8 registered for the November Brentwood Nuclear Race. Bring it on. Let's help this great local Charity.

24/07/2017

Its great to support my local Charity in Brentwood.

http://www.snapcharity.org/index.php/news/394-mud-is-in-the-blood-for-super-steve?utm_source=SNAP+Supporter+Mailings&utm_campaign=5c8cd79333-Bimonthly_SNU_2017_07_20&utm_medium=email&utm_term=0_3303228b2a-5c8cd79333-225821553&goal=0_3303228b2a-5c8cd79333-225821553

Special Needs And Parents (SNAP) Charity

10/07/2017

I pride myself in making Financial Planning interesting and easy to understand. Last week I presented “Planning for your Future Retirement” to Havering & Brentwood Bereavement Services whom are a local charity in Brentwood to help families through the difficult process of coping with Bereavement. An excellent local Charity and thank you to Chris Renew for his nice comments.
“Thank you for today. Everyone has said how informative and interesting you made what can be quite an eye glazing process.”

28/06/2017

No Protection = No Financial Plan
Almost all clients need some protection and without it, your financial planning may be built on very insecure foundations. Those building their wealth need life insurance, critical illness and income protection to protect themselves and their family should the worst happen

19/09/2016

Two events now completed. The 2hr assault course I have to say was harder than the 68 mile bike ride. I am suffering today !! On behalf of SNAP Charity and myself thank you to those you have supported this great charity. I look forward to doing more events for them over the years.

For anyone who wishes to support the completion of these events to support please click on the link. I have uploaded a couple of finish line photos for each event.

https://www.justgiving.com/fundraising/Steven-Green17

Thank you.

Steven is raising money to help SNAP

07/07/2016

I am a Financial Adviser with over 20 years’ experience in the Financial Services industry. I provide a range of financial services and advice for my clients across London, Essex and the South East.

Investment in modern technology has made this more practical for me as my clients, as part of my ongoing service, have access to their very own bespoke client portal. This fantastic technology gives my client 24/7 access to their investment, pensions, life assurance and mortgages all in one place. Of course, I’m still available to provide advice and recommendations but my clients are confident in the fact they can see all of their financial details in one place.

My Services

Financial planning is a very personal matter and requires discretion and a personal approach. Every individual or business have different circumstances, ambitions and needs. What’s more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit particular needs. I will work closely together with my clients to ensure that this remains the case in the future as needs change.

Areas I specialise in are:

• Protection planning for individual and businesses
• Retirement planning for individuals and supporting businesses with Work Place Pensions
• Investments planning for individuals and businesses

Whether you’re looking to protect your loved ones or business, save/invest for the future, plan towards your retirement, or simply a business who needs help and support with Work Place pensions I can help you put your plans in place and ensure you understand what options are available to you.

I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for advice or ongoing services will be discussed and agreed at this meeting.

25/04/2016

Morning, Not the greatest subject to kick off the week, but for sure this is a crucial part and basic financial planning.

"The Importance of a Will"

https://www.oldmutualwealth.co.uk/advice-matters/planning-basics/family/the-importance-of-a-will/

The importance of a will As much as we might not want to think about it, we are all going to die one day. We all know we should probably make a will but most of us never get round to it – it is estim…

21/04/2016

Saving for a Lifetime - A Really good summary of the changes so far.

We are in the midst of a savings revolution. In a few short years, both ISAs and pensions have been transformed beyond recognition – and more change may be yet to come.


https://www.unbiased.co.uk/news/saving-for-a-lifetime/5462

We are in the midst of a savings revolution. In a few short years, both ISAs and pensions have been transformed beyond recognition – and more change may be yet to come. Stuart Dewin of Questa Chartered peers into the future to explore the latest options for savers. Two years ago George Osborne annou…

04/04/2016

“We couldn’t have a pension Isa, so that means we got an Isa pension instead”


http://www.moneymarketing.co.uk/the-trojan-horse-paving-the-way-for-tax-relief-reform/?cmpid=pmalert_2173296&utm_medium=email&utm_source=newsletter&utm_campaign=mm_daily_news

30/03/2016

"Why advisers trump robots on plugging pensions advice gap"

http://www.moneymarketing.co.uk/why-advisers-trump-robots-on-plugging-pensions-advice-gap/?cmpid=pmalert_2166448&utm_medium=email&utm_source=newsletter&utm_campaign=mm_daily_news