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:

here-now

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.

future-focused

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.

life-changing

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

CLARITYListen, Question, Understand

The initial meeting gives you the opportunity to paint the picture of your situation and allows us to understand your objectives. This gives us both the chance to establish if we’re the right people to help.

If we both decide to move forward we delve deeper to gather the information needed for the Creation stage of your plan.

CREATIONIllustrate, Build, Develop

Having looked in depth at your assets, the wider context and how these relate to your objectives, we present an early draft of your financial plan which may identify a number of alternatives.

We then help you to make an informed choice by evaluating your options to understand the implications of each.

CRAFTINGRefine, Share, Agree

With the choices made in the Creation stage we distill down the options into a single plan.

Often a plan will contain recommendations of financial products. As independent planners we can research the whole of market to find the most appropriate for you and these will be explained in a detailed report.

COMPLETIONConnect, Implement, Realise

Once we’ve agreed the final plan we will begin implementing our recommendations.

Much of this activity goes on behind the scenes but we will keep you up-to-date on a regular basis. After approximately 45 days we will arrange a post implementation meeting.

CONTINUITYLive, Evolve, Achieve

Now your plan has been brought to life.

This is a long-term process so changes in legislation, personal circumstances or markets need careful monitoring and the implications discussed with you.

This is why we have regular meetings with you to ensure you remain on track to realising your goals and continue to live the lifestyle you sought.

This Is Us

Michael Hill

Michael has a background in...

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 Greeves

Catherine has been advising since...

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 Clapton

Eric is a highly skilled...

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 Hill

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 Greeves

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 Clapton

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.

statement

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

This is the most recent article we have written. Please click on 'More' at the end of the excerpt to read on and to access other articles we have written on subjects that interest you most.

Fundraising challenge for Children in Need
Catherine Greeves
30th Oct, 2018
I'm delighted to say that I finished the Beachy Head Marathon in one piece on Saturday afternoon. Although very cold, the weather was beautiful, with barely a cloud in the sky and the supporters along the way were fantastic.  They definitely spurred us all on . In my last post, I mentioned sausage rolls.  They were stationed at mile 16 but even I couldn't face one at that point.  Still, I'm sure they fuelled many a runner on the last stretch! Thank you to everyone who has sponsored me.  We've raised a very healthy £350 for Children in Need. const… [more]

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Greenstone Financial Planning Limited
87a Mount Pleasant, Tunbridge Wells, Kent, TN1 1PX
01892 240 460

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Greenstone Financial Planning Limited
78 Pall Mall, LONDON. SW1Y 5ES
020 3931 0340