Wealth & Finance International - Finance Awards 2017

www.wealthandfinance-news.com 20 Wealth & Finance International - 2017 Finance Awards Established in 2015, Greenstone was born from a shared desire to provide financial planning and advice of the highest quality to those who want to take control of their financial futures with the guidance of a skilled planner, as Catherine is eager to emphasise. “Greenstone began two years ago because we felt there was a gap in the market for a firm which focused on building client relationships rather than asset acquisition alone. As a result, we have a wide range of clients including business owners, those with inherited wealth and those who received payments as a result of injury or illness. We also attract high earning PAYE clients who historically haven’t thought about tax planning issues but because of changes to legislation, now need more complex advice. “To support them, we provide a bespoke range of services that meet their needs. We are very conscious that there is a high degree of misinformation and distrust in financial services. Personal financial advice is going through a transition period from industry to profession. RDR has been a very important and positive step in this evolution and the Greenstone team have embraced it. Michael and I are Chartered Financial Planners and I also hold the coveted Certified Planner CFP TM designation.” Looking ahead, Greenstone has a bright and invigorating future in store as it seeks to build upon its current success, as Catherine concludes. Greenstone Financial Planning is a boutique financial planning firm based in London and Kent. Catherine Greeves talks us through the firm and the range of services it provides. Greenstone Financial Planning Ltd Company: Greenstone Financial Planning Ltd Contact: Catherine Greeves Email: [email protected] Address: 78 Pall Mall, London, SW1Y 5ES, UK Phone: 07736 46 99 69 Website: http://greenstonefp.co.uk/ “Despite the success we have achieved so far, there is no resting on laurels here at Greenstone, and both Michael and I view Fellowship as the next logical step. We also plan to achieve Chartered Firm Status by 2019. “To ensure our continued success, we have been careful to grow at a sensible pace over the past two years. At the beginning of this year we set some challenging financial targets for the business and are delighted to have met those. The vast majority of our income is recurring but, as with many financial planning businesses, our clients are growing older, so we are considering a number of ideas to attract younger clients, all of which, we hope, will provide Greenstone with many exciting opportunities for the future.” Most Trusted Financial Planning Firm - South East England FI170008