CG
Catherine Greeves
Director & Financial Planner at Greenstone Financial Planning
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Work Experience
Director & Financial Planner
2015 - Present · 10 years
Certified And Chartered Financial Planner
2013 - 2015 · 2 years
Certified And Chartered Financial Planner
2010 - 2013 · 3 years
Company Details
Greenstone Financial Planning takes a refreshingly different approach to finance. It was born from our shared desire to provide financial planning and advice of the highest quality to business owners, entrepreneurs and those who want to take control of their financial futures with the guidance of a skilled planner. We focus on you and your needs and help you to answer the important questions in life: When can I work because I want to, not because I have to? How much is enough? If something happens to me will my family be safe? Using our skills to challenge where necessary we help you to create a plan that is personal, meaningful and realistic. Taking control of your financial future isn’t just about the initial plan. Over the years, we stay with you on the journey and ensure you remain on track. Although you will liaise primarily with one planner, we work as a team to make certain the benefit of our combined knowledge is available to you when needed. We also invest in the latest processes and technologies, giving you access to your information when you want it. Let’s have a chat.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
78 Pall Mall London, SW1Y 5ES, GB
Keywords
Financial PlanningPension and retirement planningTrust and Estate PlanningTax planningBusiness and personal protectionand Investment Management
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