Welcome to Greenstone Financial Planning.
We are a client-focused, multi-faceted team of professionals with a huge breadth of skill and experience, committed to truly understanding you and your needs.
The detail, depth and insight we provide in your financial plan as well as the perspective and clarity we bring to your financial situation really makes us stand out.
Sometimes a stone is more than just a stone.
How We Can Help
If you’re looking for financial advice it’s likely you can identify with one of the following:
Do you need to make an important decision? Are you faced with a financial deadline or important life event such as retirement or sale of a business?
Perhaps you need a review of your situation or wish to better understand your existing investment arrangements.
Or have you simply reached a turning point and need to take control?
Whichever it is, let’s talk.
Have you been thinking about your future? Do you have clear goals or need help distilling your aims and objectives?
Or maybe you have been building your wealth, want to plan for retirement or wish to pass wealth to the next generation.
It could be you want to know how a financial planner can help you to create a plan for you.
We can make your vision a reality.
Has a significant change in your circumstances provided an opportunity for much greater financial freedom and you need to rethink your plans?
Perhaps a life event such as a recent bereavement, injury or divorce has altered your perspective and financial security is now more important than ever?
You might now have more questions than answers.
Our Approach
We make this easy for you. We ask the questions that get to the heart of your situation and vision for the future. We take a personable yet professional approach, looking at the factors which affect you and your plans in great detail, giving you the confidence you’re in safe hands.
Your relationship will be with a designated planner so we can really get to know you. Behind the scenes we work as a team, meaning you benefit from a wide range of specialisms, perspectives and experiences.
We’re adamant about clarity of our fees. We’ll always explain the costs to you in advance and have your agreement before proceeding. We’re confident you will see value in all we do.
Your Planning Journey
This Is Us
Michael has a background in economics and investment management. This, along with his Personal Finance Society qualifications and experience in financial planning, gives him great perspective when advising on your financial affairs as well as exploring the detail of investment funds, tax and pension legislation.
Holding a specialist qualification with the Society of Trust and Estate Practitioners, he also advises families and businesses on ways to transfer wealth to the next generation.
Michael places great importance on listening to his clients and truly understanding their aspirations. This forms the foundation of their financial plans and underpins the relationship.
Catherine has been advising since 1997 and is one of few planners in the country to hold both Chartered and Certified Financial Planner CM status.
She has an interest in complex planning cases including advising catastrophic injury clients, their families and professional advisers. As a qualified financial coach she brings real empathy to even the most difficult set of circumstances.
Before moving her young family to Kent, Catherine sat on the committee of the Headway brain injury charity in Northern Ireland. She believes in the importance of financial education and is involved with the Citizens Advice Bureau Moneyplan programme.
Eric is a highly skilled Chartered Accountant whose 30 years of experience span both personal and business tax issues as well as financial advice.
Following the successful sale of the boutique Discretionary Funds Management company of which he was Managing Director, Eric now looks to bring his wealth of knowledge to Greenstone Financial Planning in his role as Chairman.
Eric’s experience both in advising and running small businesses also enables Greenstone to advise on complex cases where the input of a tax specialist is often invaluable.
This Is Us
Michael has a background in economics and investment management. This, along with his Personal Finance Society qualifications and experience in financial planning, gives him great perspective when advising on your financial affairs as well as exploring the detail of investment funds, tax and pension legislation.
Holding a specialist qualification with the Society of Trust and Estate Practitioners, he also advises families and businesses on ways to transfer wealth to the next generation.
Michael places great importance on listening to his clients and truly understanding their aspirations. This forms the foundation of their financial plans and underpins the relationship.
Catherine has been advising since 1997 and is one of few planners in the country to hold both Chartered and Certified Financial Planner CM status.
She has an interest in complex planning cases including advising catastrophic injury clients, their families and professional advisers. As a qualified financial coach she brings real empathy to even the most difficult set of circumstances.
Before moving her young family to Kent, Catherine sat on the committee of the Headway brain injury charity in Northern Ireland. She believes in the importance of financial education and is involved with the Citizens Advice Bureau Moneyplan programme.
Eric is a highly skilled Chartered Accountant whose 30 years of experience span both personal and business tax issues as well as financial advice.
Following the successful sale of the boutique Discretionary Funds Management company of which he was Managing Director, Eric now looks to bring his wealth of knowledge to Greenstone Financial Planning in his role as Chairman.
Eric’s experience both in advising and running small businesses also enables Greenstone to advise on complex cases where the input of a tax specialist is often invaluable.
Our Guiding Principles
Focus On You
We will each work with fewer clients to give you the time and consideration your individual circumstances deserve. We will always put you first and products second.
Provide Clarity
We will look at your personal circumstances and the bigger picture. We will make the complex simple and clear and help you create a plan that has real meaning for you.
Embrace Innovation
We will seek out and make use of the most up-to-date and innovative technology, processes and ideas allowing us to be agile and responsive to your needs.
Develop Wisdom
We will invest time keeping abreast of developments in an ever-changing world, formalise our knowledge through professional qualifications and share that expertise with you.
What Clients Say
“…your grasp of my financial situation was spot on. You’ve simplified what in my mind was a complex set of circumstances…”
“The meeting was like a breath of fresh air… you clearly listened intently to us both because what you have done for us is intelligent and insightful. We feel very reassured to have you looking after us. ”
“What a relief… you just understood.
Thanks for your help.”
“I wish we’d met years ago.”
“You made me see things in a whole new way. I’ve been keeping my head down pushing towards a line I hadn’t defined. To know I can now retire is life-changing.”
“The cashflow planning we did was a revelation. My situation is not at all what I was expecting!”
“I feel empowered by the knowledge you have shared with me. I’m ready to tackle the next phase of my life knowing I have secured my finances.”
“I had real issues working out where my business ended and I began. You’ve changed that.”
…and once we’ve helped you we’d love to know what you think
Insights
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Contact Us
If you’d like to enquire about how we can help you in your current situation, arrange for a no obligation meeting or you’d like to find out more about our services please use the contact form below providing us with as much information as you can.
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