About Makala Green
Makala Green
Chartered ALIBF, DipFA, CeMAP
Makala has 15 years’ experience within the wealth management industry, offering a wide range of financial services to help individuals and business owners.
About
Having enjoyed a successful career within the Banking sector for over 12 years she decided to establish Green Wealth Planning Ltd in 2015.
Makala has extensive experience providing advice to private individuals, company directors, business owners and professionals in the sports and entertainment industry.
Makala’s main goal is to create financial stability and security for her clients. Whether it may be starting a new family or business, changing career, signing a new contract or receiving inheritance. Makala proudly builds long standing trusted relationships with her clients to ensure ongoing needs are met.
Makala has advance qualifications and specialises in particular Retirement Planning, Investment Planning and Estate Planning.
Makala is highly valued for her personal, relaxed approached with a high level of professionalism and trusted expertise.
Besides Wealth Management Makala has two young girls, who keep her very active. In her spare time she enjoys sports, music and travel.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.Click on the accreditations for more information
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The Partner Practice 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 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.