Mary Green
Independent Financial Planner @Rosewood Financial Planning
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WORK HISTORY
Independent Financial Planner @Rosewood Financial Planning
Gloucestershire, GB
Financial Planning, Paraplanning, Investment, Pension, protection advice and cash flow modelling
EDUCATION
University of Gloucestershire
BA (Hons)
The Graig campus CCTA College, Llanelli, S.W.Wales
B
CII
Diploma in Financial Planning
St. Michaels School
GCSEs - 8 Grades A-C Maths and English included
ABOUT MARY GREEN
As an Independent Financial Planner with a Chartered CISI membership, my career is dedicated to crafting bespoke financial strategies. With a focus on investment, pension, and protection advice, the mission is clear: to empower clients through transparent, fixed-fee consultations and a straightforward, honest approach. The competencies honed over 2.5 years in my current role, and prior as an Adviser at Morgans Financial Group, underscore a commitment to enhancing clients\' fiscal well-being. Our team\'s expertise in financial advisory and communication ensures that consultants, contractors, and business owners receive life-enhancing guidance tailored to their unique situations.
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