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Financial Advice Bournemouth, Financial Advice Poole, Financial Advice Dorset, Financial Advice Wareham, Financial Advice Newton Abbot, Financial Advice Exeter, IFA Poole, IFA Bournemouth, IFA Wareham, IFA Newton Abbot, IFA Exeter

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    Contact Mike today
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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

     

     

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    © 2014 by Strategic Solutions Chartered Financial Planners. Strategic Solutions is a trading style of Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority. Number 525733. Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse. The Financial Conduct Authority (FCA) does not regulate all of these products and services. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we will record and may monitor your telephone communications or conversations with us.  Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.  

     

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