About David Green Financial Adviser

Fully focused advice, based on 30 years' experience of helping clients plan for their financial priorities, goals and objectives. I will listen to what you want to discuss and will advise you honestly on your most suitable options.
David Green is a professional, qualified adviser with over 30 years' experience as a financial adviser and wealth planner. He has helped many clients achieve their financial objectives by providing comprehensive and focused advice on all areas of financial advice. Highly trustworthy, knowledgeable and reliable, David has a reputation for excellent client service. Advice is offered on a fee basis only for pensions and investments and on a fee or commission basis for protection products and mortgages.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Remortgage
  • Self employed

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