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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