The team here at Seer Green Financial Planning doesn’t believe in complicating things – the benefits for our clients are predicated on providing robust financial advice – clearly-presented, well-researched and smartly-managed.

You’ll find we are different to deal with than other firms – we are energetic, incisive, bright and dependable – get in touch, we’d be delighted to help you where we can.

Corporate solutions:

Auto-enrolment & company pension schemes

Is your business prepared for pensions legislation that compels every employer to deliver a pension scheme for its employees?

Insurance & business protection

Are your business and your assets adequately protected, and in the most cost-effective way?

Directors / shareholders

Do you have key-man insurance and / or director / shareholder protection in place?

Employee benefit schemes

Would you like to enhance your ‘employer brand’ and provide more for your employees?

Tax planning & mitigation

Is your business operating in the most tax-efficient way?

Personal solutions for individuals / families:

Pension planning

When would you like to retire and how much income will you need?

Life assurance

How much cash would your family need to maintain their current lifestyle if you were to die prematurely?

Income protection

Would you require a regular income or a cash sum if you suffered a serious illness or disability?

Investments & regular savings

Are you making the most appropriate use of any spare capital or surplus income?


Do you want to reduce your current mortgage outlay, are you considering a buy-to-let, or are you moving home?

  • Your home may be repossessed if you do not keep up repayments on your mortgage.
  • Our mortgage-finder fees are typically £495 minimum, up to a maximum charge of 1% of the loan.
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