About Green Capital Securities

Green Capital Securities differentiated themselves to me early on from their competitors as a financial firm which is focused on helping me achieve my financial and business goals, listening to what is really important to me, and building an investment strategy that minimized my investment fees while providing good stable growth.

Green Capitals are the most useful and honest Financial advisers we could wish for, with very happy and friendly staff always eager and polite to deal with. We have a long term association with Bailey and Caroline and more recently Elizabeth.

When I retired I looked for tax free investment and have been delighted with the results of ISA investments as suggested by Bailey.

I have always found Green Capital a reliable, honest, independent financial advisory firm that takes a personal interest in its clients, benefiting from annual visits from Peter to review my finances and specific advice on how to get the best return on my investment portfolio.

Green Capital taking over my personal pension reduced the charges and they complete my tax return each year thus ensuring it is done on time and is accurate.

Green Capitals Securities has not only brought stability and profitability to my financials, but has used their network and expertise to assist in maximizing other business investment and estate items like insurance, benefits, and taxes to leverage my finances. I now have a feeling of confidence and security in all those areas of my life.

What I have enjoyed most about working with Graeme and Andy over the past five years is that they simplify financial matters for my clients. Their approach to planning provides financial clarity taking into consideration all facets of Business Investments, Wealth Management – Retirement Planning, Estate Planning, Corporate Planning and Risk Management Planning.

Their holistic approach is truly unique and refreshing. I have all the confidence in the world recommending my clients to Green Capital, as I know their Wealth Management needs will be taken care of by the team of experts and professionals at Green Capital Securities.

I have liaised with Walter McLaughlin and Green Capital Securities since it’s inception. At that time, which was more than 20 years ago, I entrusted all my savings and pension plans to him. Recently I retired. I can give no better testimony than to say, in-spite of huge worldwide financial upheavals; turmoil within pension funds and housing markets, at the point I ceased to work ‘our’ financial plans have come to a very satisfactory position.

I can now enjoy my retirement in line with expectations which, we jointly aimed for, from the outset of my association with Walter.

After 40 years in the Financial Service Industry I know how important it is to have a professional, experienced and qualified financial adviser to support you with your personal and business finances. I have found that Davis benefits from these qualifications and together with his team at Green Capital Securities they have provided my business partner, wife and I with the confidence and peace of mind that we needed to make my transition from a successful career into retirement.

I realised after building a number of successful businesses over the last twenty years, I had not spent enough time in understanding what is best for my personal finances. Of course Accountants, Banks and IFA’s have always talked a lot to me about their products telling me what I should do. Green Capital on the other hand took the time to listen to what I wanted to achieve in life and then set about generating a practical and proactive plan.

Green Capital was recommended to me just over five years ago and during this time they have opened my eyes; through their professional and quality of service I have learnt a lot. I have achieved the goals we generated and I am in control with an in depth understanding of my financial matters.

Andy, Ronald, and Davis make an 'outstanding team' in the financial management sector. Their consistency to provide exceptional service, wisdom, insight, reliability, effective communication, and professionalism, has provided us with confidence as investors.

Green Capital has been our financial advisor for over twenty years. We feel that they have managed our money very well and has stayed within the values and guidelies that we discussed with them. Their disciplined investment approach has allowed our portfolio to thrive.