Description
Green Partner Finance helps owners and professionals plan, protect, and grow their wealth. We align personal and business goals with tax-efficient strategies that cover pensions, ISAs, diversified portfolios, protection, and succession planning. You receive clear advice, transparent fees, and regular reviews so you can make confident decisions.
For regulated investment recommendations we work with FCA-authorised advice partners. Typical solutions include SIPP or SSAS pensions, director pension funding to reduce corporation tax, ISA and general investment accounts, cash management, and protection such as Key Person, Shareholder, and Income Protection. Your plan is built around your objectives, risk profile, and time horizon.
Service Process
01 Plan & Recommendations
A clear written plan that sets out pension funding, investment structure, allowances, and protection needs, including costs.
02 Goals & Discovery
We gather your objectives, tax position, existing plans, and attitude to risk, then agree priorities and timelines.
03 Implementation & Setup
We coordinate applications, transfers, and consolidations, set up contributions, and arrange any required protection policies.
04 Ongoing Review & Reporting
Scheduled reviews with performance and tax updates, rebalancing where needed, and adjustments when your circumstances change.
Service Outcome
- Tax-efficient strategies for directors and owners, including pension and ISA planning.
- Consolidated pensions and investments with clear, regular reporting.
- Protection for people and profits, for example, key person and shareholder cover.
- Succession and exit planning that preserves family and business wealth.
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1. Do you provide regulated investment advice?
We coordinate planning and work with FCA-authorised advice partners who provide regulated recommendations and suitability reports.
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2. Which products can you help with?
SIPP and SSAS pensions, ISA and general investment accounts, bonds, cash solutions, and protection such as Key Person and Shareholder cover. Suitability depends on your circumstances.
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3. Can directors fund pensions from the company?
Yes. Employer contributions can be tax-deductible, subject to allowances and affordability. We also assess salary sacrifice and carry-forward allowances.
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4. How often will my plan be reviewed?
Reviews are typically annual with performance and tax updates. We schedule additional reviews if markets move or your goals change.
