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Independent Financial Advice
An experienced independent financial adviser, providing personalised financial advice to individuals and businesses throughout the UK. Located in the Midlands, I pride myself on a personal service, offering face to face meetings at our offices, your home or business, or via video calls. Unlock your financial potential with tailored advice to meet your unique needs. Whether you're planning for retirement, about to retire, investing, or seeking holistic wealth management support, I am here to guide you every step of the way.
Helping you define and achieve your financial goals as efficiently as possible, through an easy to understand, reliable advice plan and via our independent one to one ongoing relationship, can help identify the most appropriate investment vehicles, and suitable level of risk. In addition, I will review the asset and geographical diversity within your investment portfolio and help you obtain the maximum value for money from your investments and make the most of your available tax allowances.
Beyond investing, I can advise on a range of financial needs, from getting you the right solution on your life insurance to planning a sustainable retirement income.
Authorised as an adviser within the Julian Harris Financial Consultants Network, I provide independent financial advice in the areas of pensions, investments, inheritance tax planning, personal and business protection and long term care. I also work closely with a number of professionals to provide specialised advice regarding mortgages, wills, trusts and other legal matters to ensure my clients are supported in all areas of their financial requirements.
Andy Green
I have provided independent financial advice to personal and corporate clients for over 20 years, having started my financial services career with a high street bank in the late nineties. Working within the private bank for 15 years, I set out on the path of starting my own financial services company in 2013. Following a successful 8 years, I have now started the process again with a smaller more bespoke offering. Utilising the regulatory and compliance framework of Julian Harris, I am able to spend significant time with my clients outlining and planning for their personal and financial objectives. Offering advice across all areas, from pension and investments to complex inheritance tax solutions, I pride myself in establishing long lasting personal relationships with my clients.
In addition to helping my clients achieve their objectives, most of my spare time is spent with my family. With four children, this can be exceptionally busy but is a time I thoroughly enjoy. Born and bred in the Midlands I am a keen follower of Aston Villa Football Club and love a good movie. I’m also an avid traveller and love experiencing different parts of the world with my family.
Our Key Services
My approach is straightforward. You tell me about your current situation and about your financial objectives and when you want to achieve them. I develop a practical plan designed to help you meet those objectives. I’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, I'm here to help and guide you with jargon-free advice both now and in the future. Explore the comprehensive suite of financial services designed to meet your diverse needs. Whether it's managing investments, planning for retirement, or ensuring financial security, the expertise you need is here.
Investment
I can help you to build a suitable investment strategy to make your money work harder and in the most tax-efficient way as possible, to help you achieve your objectives. Independent investment planning to grow your wealth over time, tailored to your risk tolerance, and personal circumstances.
Pensions
Whether retirement is a long way off or is fast approaching it’s never too early to think about your pension. Reviewing your existing plans, or planning to ensure a comfortable lifestyle when you stop working, I help my clients achieve their objectives to ensure they have the retirement they want.
Protection
With so many different types of policy available, it can be hard to know which one is right for your circumstances and offers the best value for money. It’s arguably one of the most important financial products anyone can take out to ensure you and your family remain financially secure, should the worst happen.
Long Term Care
The UK population is getting older. The Office for National Statistics (ONS) predicts that by mid-2045 the number of people of pensionable age (aged 67 plus) will have increased to 15.2 million. We provide the advice to help our clients manage the financial costs of long term care in the most tax efficient manner.
Contact us
Telephone
Address
Birmingham Business Park
1310 Solihull Parkway
Birmingham
B37 7YB
Andy Green is an adviser with Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. Registered office: Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Any links to external websites upon selection will result in you leaving this website and I cannot be held responsible for the content of such external websites.
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