Green Gem Financial Limited

Phone: 0191 411 1133

Email business

www.greengem.co.uk

Website

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Green Gem Financial Limited
Category: Investment Services

Key contact details for Green Gem Financial Limited
Phone
0191 411 1133
Email
Email business
Website
www.greengem.co.uk
Opening Hours
Monday - Friday: 09:00 - 17:00
Saturday - Sunday: Closed
Address
3S Pinetree Centre, Birtley County Durham, DH3 2TD
 

financial services

insurance

mortgages


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Business profile

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 the Managing Director of and Independent Financial Adviser for Green Gem and he has run the firm and its associate companies, from the very start almost 15 years ago. Mark has drawn on his vast experience in Financial Services, which stretches back over 20 years. Your advice will not be passed on to a junior adviser or paraplanner. Our services We offer a free initial consultation for new clients and can arrange for our fees to be taken from the investment on completion in most cases. A full assessment is undertaken, which includes tax analysis, cash-flow analysis, an Investment report & a retirement report for a fixed fee of £495. More limited advice such as re-mortgage analysis can be carried out for a lower fee of £295. Mark Green has achieved a level 4 diploma in 2010 in readiness for the Retail Distribution Review, holds the level 6 AF3 qualification required by pension specialists and has held a Statement of Professional Standing from the Chartered Insurance Institute since 2011.

  • Business profile

    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 the Managing Director of and Independent Financial Adviser for Green Gem and he has run the firm and its associate companies, from the very start almost 15 years ago. Mark has drawn on his vast experience in Financial Services, which stretches back over 20 years. Your advice will not be passed on to a junior adviser or paraplanner. Our services We offer a free initial consultation for new clients and can arrange for our fees to be taken from the investment on completion in most cases. A full assessment is undertaken, which includes tax analysis, cash-flow analysis, an Investment report & a retirement report for a fixed fee of £495. More limited advice such as re-mortgage analysis can be carried out for a lower fee of £295. Mark Green has achieved a level 4 diploma in 2010 in readiness for the Retail Distribution Review, holds the level 6 AF3 qualification required by pension specialists and has held a Statement of Professional Standing from the Chartered Insurance Institute since 2011.

Green Gem Financial Limited's Keywords

financial services | insurance | mortgages | Financial advisers | financial planning | pensions | Life Insurance | investment | advice | home insurance | Managing director | retirement | investment advice | Self Employed | Remortgage | portfolio | income tax | capital gains tax | cover | unit trusts | Saving | Annuity | Buy To Let | assets | pension transfer | SIPP

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