About us
Our story
We believe that great financial advice doesn’t have to be difficult or complex. It doesn’t have to be about the numbers, or what you think you ought to do with your money and your life. All it really has to be about is what you want. Here at Little Green Owl, we provide financial planning services that focus on your hopes and dreams for the future, in a way designed to help you achieve them.
"Approachable, knowledgeable, relaxed but professional"
Having spent more than 30 years in the financial services profession, we’ve seen the huge impact that financial planning can have on people’s lives. We’ve also seen it approached in many different ways, not all of which always have the clients’ best interests at heart.
As time has gone on, it’s become clear to us that being anything other than independent in this industry and working with clients to plan their retirement just doesn’t make sense. So that’s what we are: proudly independent, wholly approachable, friendly financial planners who go the distance to get the most for our clients and ensure their retirement journey is clear.
That’s our story. But what we’re really interested in is yours. You’re the only thing on our agenda – so let’s get straight to it. Let’s take the pressure off, so your financial future can take flight.
Meet your team
Don't just wing your finances
We're here to help. Just get in touch via the contact form to set up a free, no obligation meeting.