Welcome

Establised in 2002 Kerry & Green Financial Services Ltd. is a small firm of IFAs situated in South Lincolnshire, but with clients throughout the country.

The two principals John Kerry & Peter Green have between them over 75 years experience in the Financial Services Industry.

Within the company advanced qualifications are held in pensions, investments & taxation & trusts.

The main objective of any advice given is to ensure that the client's needs are met in an unbiased and fair manner in order that the client's objectives can be met in the most suitable way.

Independent Advice

Independent advisers are able to select the correct product for customers from the whole of the market – that means they can potentially recommend any product from any company providing it suits the customer’s needs and objectives... read more

Savings & Investments

Why are we encouraged to save money? From childhood most of us are told to put away money to save for the future - perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? read more

Pensions

Pensions are, of course, designed to enable you to save sufficient money to live comfortably after you have retired from work. There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling.... read more

Protection

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked... read more

Kerry and Green Financial Services Ltd is an appointed representative of Financial Ltd., which is authorised & regulated by the Financial Services Authority (FSA).

Registered in England and Wales Company No. 4583316.

Registered Office:

1 West End, Holbeach, Spalding, Lincolnshire, PE12 7LW

FSA Firm Number: 221547

Telephone : (01406) 425 643

Email : info@kerryandgreen.co.uk

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA go to our links page, click on the relevant link and key in our FSA number: 221547

Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change.

Kerry and Green Financial Services Ltd is an appointed representative of Financial Ltd.,

which is authorised & regulated by the Financial Services Authority (FSA).

Terms & Conditions :: Privacy Policy

Kerry and Green Financial Services Ltd is an appointed representative of Financial Ltd., which is authorised & regulated by the Financial Services Authority (FSA).