Financial Review

Financial Review from Green Gem Financial Limited

By: Green Gem Financial Limited  07/11/2012
Keywords: financial advice, financial planning, retirement

Our 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 if they will not allow you to continue with you current lifestyle. Investment Report: Assessing the efficiency of your investments with respect to the risk they involve and setting their 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 and matching you attitude to risk.

Keywords: assets, financial advice, financial planning, investment advice, pension, portfolio, retirement

Contact Green Gem Financial Limited


Print this page

Other products and services from Green Gem Financial Limited

Retirement Planning from Green Gem Financial Limited thumbnail

Retirement Planning

We are qualified 'pension specialists' and can provide easy to follow retirement advice, from a number of complex private & occupational pension schemes. We also simplify the sometimes bamboozling choices provided in the run up to retirement.


Mortgage Adviser

We can provide fully independent mortgage research, with no obligation and can arrange most mortgages without charging any broker fee.


Independent Financial Advice

We provide a free initial consultation, with no committment required, where we will honestly highlight any financial shortfalls.