FINANCIAL ADVICE AREAS

Pensions Advice, Investment Advice, Family Protection, Income Protection, Life Cover.

GEOGRAPHICAL AREAS

Countrywide- either in person or via online modes so as to best accommodate clients

ABOUT Simon Green

My initial degree was in Law but I later undertook a Masters degree in Diplomatic Studies and International Relations, writing a dissertation on the economic sanctions applied to Rhodesia 1965-1980 and assessing the success of these.

I have worked in financial services since 2011 and my experience includes providing advice around cashflow, savings, investments, pensions and protection.  I previously worked for a large SIPP/SSAS provider in delivering tailored pension solutions for individuals, families and companies.
 
I pride myself in providing first class holistic advice to clients and ensuring that that their financial affairs are handled with in accordance to their needs and goals, with no stone left unturned in order to provide a complete service and peace of mind.
 
I have a long track record of working with accountants, solicitors, will writers and other professionals to deliver a dovetailed service and the right outcomes for mutual clients.

I am a huge rugby fan and aside from playing the sport, I also enjoy fly fishing as well as growing fruit and vegetables, with my wife, on our allotment.  I am also Treasurer of the University of Leicester Alumni Association.