As a practice, we place the client at the heart of what we do and focus on helping address our clients’ unique challenges and providing them with tailored, trustworthy advice to help them achieve their financial goals.
Ultimately, our goal is to empower our clients to make informed decisions about their finances and provide them with the peace of mind that comes from knowing they have a trusted partner by their side.
Working across Worcestershire, Herefordshire and the West Midlands. We provide a fresh perspective to advise clients on their future financial goals, especially in the areas of retirement planning, pension, investment planning and tax planning.
Avon Green Financial is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 10/05/2023
