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Welcome to Steven Green Financial Planning specialist financial advisers in Essex

At Steven Green Financial Planning, we believe that every financial journey is unique and deserves a tailored approach. Based in Essex, our expert advisers are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here to provide support, expertise and advice to help you on your way.
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About us

We are Steven Green Financial Planning, a specialist financial services firm based in Essex. Our advisers have years of knowledge and experience across the full spectrum of financial planning matters.

We pride ourselves on our knowledge and personalised advice, tailored to our clients’ unique needs and circumstances. We understand that every client’s journey is different; that’s why we take the time to get to know you and understand your goals and aspirations, enabling us to develop a plan that moves and flexes as your circumstances change.

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Our services

Investing for your future

We’re here to help your money work smarter. Whether you’re just starting out or have years of experience as an investor, our...
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Finding a mortgage to fit you

We’ll be by your side through the entire process — from your application to the final completion. Buying a home is probably...
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Inheritance planning

Passing wealth from one generation to the next, in a tax-smart way. If you want to leave your money and valuables to...
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Protecting what matters most

While we can’t foresee the future, we can certainly plan for it. If illness or anything untoward were to happen, you need...
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Your retirement plan

Enjoy the retirement lifestyle you dream of – it all begins with smart planning. One of the key elements of retirement planning...
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Time to access your pension

Your pension will likely be your main income in retirement, so it’s important to plan carefully. From age 55 (rising to 57...
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Latest news

Get up to speed with the latest financial insights, uploaded regularly to our website.

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