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G reen Wealth Management offer a wide range of investment services to suit all types of customers, whether you are just starting to save or already have a large investment portfolio we can help you. One of the key problems faced by many investors in the current climate is that their investment portfolio doesn’t match their current attitude to risk profile.

This can mean that the funds chosen can be much more volatile than your comfort risk level can tolerate. Our Independent Financial Advisers can check any existing funds through our state of the art researching system and ensure that they are suited to your level of risk at your initial free consultation meeting.

Model Portfolios

We are able to advise on a range of model portfolios. We are also able to offer a range of ongoing review services to suit your requirements, including two yearly, annual and bi-annual.

Arrange a meeting

Once you contact us one of our Independent Financial Advisers will be in touch to arrange a face-to-face meeting in your home or our offices to discuss your financial situation, attitude to risk and investment goals. Here is a short list of the investment products we can provide advice on:

We provide
• Fixed Interest Investments • Ethical Investments • Structured Products • OEICs • Investment Bonds • Investment Platform Services • Stocks and Shares ISAs • Exchange Traded Funds • Direct Share Investments

Please note, the value of your investment can go down as well as up and you may not get back the full amount invested

We also provide

We can also provide an ethical range of investment funds that do not invest in alcohol or tobacco, arms companies or oil companies, and also companies that use animal testing for customers that prefer to not include these types of funds in their investment portfolio.

Your questions answered

I would like to start investing for the future, what happens next?

Firstly before you begin investing for a brighter future we always advise that you look to repay existing debts first. Usually debts charge a higher level of interest than an investment would return so it is always wise to concentrate on paying off high interest debt first. There are various investments to choose from including tax efficient ISAs, tax efficient bonds and also platform investments where you can self invest your own money. Once we have established your risk profile at your free initial consolation meeting our highly trained advisers will advise you what products are suited to you and your goals.

How do I invest in ethical funds?

Ethical funds are funds that do not invest in Alcohol, Tobacco, and Firearms etc. They are for the conscious investor who wants to invest their money in an ethical way. Talk to your Independent Financial Adviser about a wide range of Ethical funds today.

What is the minimum investment amount?

Whilst we can accept any level of investment over £2,500 the lower the investment amount the less choice of investments we can offer. Some investments products we offer have a minimum investment of £10,000 for example. You can also choose to invest monthly however, which is a great way to start investing.

What are your charges?

Our charges are based on a percentage of the amount invested. They range from between 4% and 2% initially. Talk to your Independent Financial Adviser at your free consultation meeting about our very competitive charging structure.