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Mike Green APFS, Certs CII (MP & ER)

Chartered Financial Planner

 

 

Mike entered the financial services industry in 2001 by joining the graduate scheme at Woolwich Independent Financial Advisory Services. He became an IFA in 2003 and worked his way up through various branches of Woolwich & Barclays. In 2007 Mike set up his own business as an IFA and has specialised in the pension & investment arena where he holds several qualifications.

 

Mike is married and has two young children. He is interested in football and cricket in the little spare time he has!

 

He is a Chartered member of the Personal Finance Society (PFS) and holds the following professional qualifications

 

APFS - Personal Finance Society Advanced Diploma

AF1 - Personal tax and trust planning

AF3 - Pension planning

AF5 - Financial planning process

G10 – Tax & Trusts

 

Diploma in Financial Planning

CF8 - Long Term Care Insurance.

J04 - Pension funding options

J05 - Pension and income options

J10 - Discretionary Investment Management

SV1 – Savings & Investments

J01 - Personal tax

J02 - Trusts

ER1 - Equity Release

Diploma in Mortgage lending

Financial Planning Certificate 1, 2 and 3 (CII)

K10 - Retirement Options