In order to maintain service levels we work with fewer than 100 individuals and families providing a lifetime financial plan alongside the When I’m Gone service.

Since 2026 we work by appointment only with any new clients introduced by existing clients, other professionals and friends of Green Financial (we don’t take on many new clients, only those that we really think we could do a great job for and who also think the same).

It’s wonderful to reflect that:

  • Fifteen relationships have passed a ‘silver jubilee’, working together for 25+ years
  • We have been working with 40+ individuals and families for over 20 years
  • 40% of our clients have been with us more than 15 years
  • Over two thirds of our clients have been clients for more than 10 years

It’s fantastic to be able to tell new clients our aim is for a long term relationship delivering constant value and demonstrate that with the above statistics and comments below.

What Clients Say – Testimonials

After discussion of revised financial plan to reflect unexpected changed circumstances:
“…not only relief, but happiness. Amazing. Thank you”

WJ, London, November 2025

Wow! 30 years! Impressive. So pleased to be one of your clients!
Thank you as always. You have given me great peace of mind these past years!

HW, Wiltshire, October 2025

What I particularly wanted to say was how I admire you for taking the decision to “stay small”. And how wonderful it is for us! You know our needs and anxieties. Much appreciated.

LB, Kent, May 2025

Just a quick note to thank you for the copy of the “Enough” book.
As you suggest, it is pretty easy to digest quickly, and also good to be reminded to make use of whatever assets we have 🙂
Thanks again

SF, London, January 2025

Wow! We can’t thank you enough for your extremely helpful and quick response – it really means a lot to us. I also love the video – thank you! Felt like you were right there advising us.

It also sounds like a really sound plan. We are coming to see you in a couple of weeks and will talk more then, but it certainly answered our most immediate question. That in itself made my whole weekend!

Thanks once again for your help and for being there when we need you. See you soon.

C&S, SW London, September 2024

Thanks Ian. Informative and reassuring. Love the use of the tech too!

DT, Cambridgeshire, May 2024

Thanks for the talk last week and for explaining everything so clearly (as ever!)

J, SW London, November 2024, client since 2015

I have had the pleasure of engaging with Ian on multiple occasions and was very impressed with his knowledge, clarity and above all his integrity. Ian placed my financial requirements and goals above any personal gain. This candid approach was incredibly refreshing and gave me the utmost confidence that Green Financial will always put the customer at the forefront of any offering.

M. February 2023

I always feel better after speaking with you

M. client since 2003. Said September 2022
After reviewing financial plan due to changes in circumstance

Thanks to you for helping us to live a prosperous life

Clients for over 20 years
sent February 2022

Thanks for the annual update. Very happy! We continue to be delighted.

Clients since 2000, sent [IG: over 2 decades on!]
February 2022

Thank you for looking after us and our finances so thoughtfully for another year. You’ve helped give us security and, as a by-product, enabled us to help other family members who’ve struggled during difficult times.

Clients since 2013
February 2022

Just to say thank you for [financially] looking after us. We are greatly appreciative of your service and professionalism.

C & K, Surrey
December 2021

Thank you very much for our chat [about my lifetime financial plan] – it was easy to follow and very helpful.

G & K, London
Autumn/Winter 2021

Many thanks for your email… Keep up the excellent work. Thanks also for reassurance on inflation response…

N, SW London
November 2021

Although the whole [estate planning] project has taken considerably longer than we all anticipated having started in January 2020, but obviously the circumstances that intervened shortly thereafter [the COVID-19 Pandemic lockdown] have been beyond the control of all of us, and we thank you for the highly professional service.

G & M, London
Sent late summer, 2021

Dear Ian, Thank you very much for a prompt and clear reply [about retirement income and estate planning], even I can understand all the information.
You have been part of our journey and we feel safe in your hands.

M & C , Dorset
Sent early 2021, as financial plan was adjusted to suit semi-retirement

I just wanted to take this opportunity to thank you and Melissa for taking care of business this year [2020] especially with the massive challenges that the pandemic has created for all our lives.
Your recent monthly updates have been most appreciated and your appearance in front of the camera is very professional, you’re a complete natural!

A & L, Oxfordshire

I’ve quit! It feels a little unreal, and no doubt I won’t be fully extricated for a few days yet, but I’ve pressed the button! Will let you know once I have £[x to invest], but for now the current account will take over. Thank you so much for helping make this happen. A big, big day in my life

DT (client since 2017)
Message sent upon learning their financial plan showed they could leave a job they didn’t like sooner than expected so they can do the things that matter most to them with the people they love. June 2020

Thumbs up from me. Thank you

Mr D (client for almost two decades)
Above message sent during Corona Virus lockdown, June 2020

Thank you Ian for the time and effort you put into your updates. As always, sound common sense, humour and clear reassuring focus during these unusual times. We very much appreciate you going well beyond your conventional role to give us witty, informative, sound and reassuring [words], not just on our finances but on our well-being as well. We can all feel a little alone in troubled times so thank you for connecting with us.

N & M, SW London (clients since 2016)
Above message sent during Corona Virus lockdown, May 2020

Thanks very much for your reassuring words…during this disturbing period

Mr A, Oxfordshire (client since 2016)
Above message sent during Corona Virus lockdown, March 2020

If only you had been my advisor in my youth!

P S (age 64) , Cambridgeshire
(client since 2009, words above sent after over a decade of being their financial planner)

So pleased I’m with you, Ian

Mr P, SW London (client since 2013)
Above message sent during Corona Virus lockdown, March 2020

Always appreciate the sound and reassuring thoughts

HW, Wiltshire (client since 2012)

Thank you for the comforting and informative emails. It’s good to hear your message reiterated. I completely understand the logic of “time in the markets” and have always viewed issues/complications as normal rather than exceptions, but nonetheless, it’s still good to be reminded of this when unusual things occur

Mr M, SW London (client since 2011)
Above message sent during Corona Virus lockdown, March 2020

Thank you for your much appreciated help in resolving my concerns regarding a [financial matter] from over 20 years ago. As always, thanks to your reliable records, you have come up trumps and ensured that I sleep at night! I need to soon take advantage of your ‘Remove the hassle’ paper sifting service and pop over with my ‘bag for life’ assortment of old papers. My sincere thanks for all of your much valued help.

BL, Essex
(client since 1997)

I just wanted to say thank you for all that you have done since you first started to help sort out my finances in 1996. At the time of John’s death I gave you a wish list of being able to retire early and go on a world cruise. Both these ambitions were met and you have continued to enable me to live a lifestyle above what seemed possible 19 years ago.

VW, Essex

I am grateful for all the work you continue to give to take care of my financial affairs. I feel I am in very good hands

Mrs PS, Surrey
On receiving our first regular update:

I am really impressed with this. It has exceeded my expectations and is by far the best service I have received from any financial [professional].”

And 1 year later:

Thank you for being one of the good guys and consistently delivering what you said you would in the way you promised.

And a further 2 years later:

I would add two things:

  1. Engaging Ian Green has been one of the best financial decisions I’ve ever made.
  2. The small team provides a consistently high and personalised service.

Mr N, Middlesex

…we are extremely grateful for everything you did for Mum. She’s lucky to have had you.

S Family, London
(client from 2006 to 2019, comment received 2020)

I thoroughly enjoyed our meeting with you yesterday. You made everything wonderfully clear, and you inspired in us total confidence in your service. Great!”

Mr W, Kent

For both of us, it was the greatest pleasure to have met you yesterday. Finally, somebody was able to explain complicated financial structures in understandable English and not in Financial gobbledygook. We are so happy.

Mr & Mrs W, London

Ian has held my hand through good financial times and less good financial times. Even when I was pretty skint – and therefore not an ideal client for a financial planner – he was always there for me (financially speaking). He reorganised my arrangements so that I can now look forward to a mis-spent old age gadding round the world instead of a miserable existence in front of a one bar fire which I cannot afford to turn on. He really knows his stuff

J , London

Ian has the ability to communicate the complex world of financial planning in easy to understand terms. This, together with his technical expertise leaves me safe in the knowledge that the ‘financial stuff’ is being looked after.

RB, London & Dorset

Just a quick feedback for you to say how much I enjoy using the new [platform]. It has a lot of info and is great for anxious souls like myself keeping a track on finances.

P, Cambridgeshire

Ian Green is one of the most remarkable people I have met; not only because he is trustworthy and has integrity, but because he strives to make the world a better place for those he encounters. That is most important to me.

Dr. Maxi Coburn, London E14

Ian’s approach is refreshingly different to anyone I have spoken to previously. Everything is explained in clear, simple terminology. His knowledge of companies and products in the marketplace is impressive and his integrity without doubt.

S, London

At personal meetings explanations are clear and repeated as often as necessary, until the client has grasped it!

PP, Kent

Appointments with Ian Green are never rushed. His use of metaphors ensures everything is explained clearly

L&D, Essex

Ian doesn’t mind explaining things simply, time and time again!

F, Twickenham

Without lots of jargon, accessible and above all, professional

M, Putney

Thanks, as always, for your meticulous admin – I can’t tell you how nice it is to know that you handle all the paperwork so efficiently

J, London

Ian has always been very thorough and professional and I would have no hesitation in recommending him

D, Clapham

Your clarity was much appreciated. Fantastic!

Mrs B, Kent