From Cashier to Britain’s First Black Female Chartered Financial Planner

I’m hugely passionate about keeping wealth simple, which is what you can expect in all of my content. In fact, I promise you’ll discover a new way of looking at money, giving you the financial confidence you need to help you achieve your highest aspirations.

Work with me

From Cashier to Britain’s First Black Female Chartered Financial Planner

I’m hugely passionate about keeping wealth simple, which is what you can expect in all of my content. In fact, I promise you’ll discover a new way of looking at money, giving you the financial confidence you need to help you achieve your highest aspirations.

Work with me

I’m Makala Green, your friendly financial planner, and I’m here to:

Make you financially confident

Give you powerful insights into how to control your money

Help you live a life with less restrictions and more freedom.

Provide you with the tools to achieve financial independence

I take a different approach to other financial planners out there…

  • I keep everything simple, fun, and straight to the point.
  • I abhor financial jargon, so you won’t find any here
  • I believe financial planning is for everyone.

It’s Time To Remove the Anxiety, Gain Financial Confidence & Live the Life You’ve Always Wanted!

Book a no-obligation consultation

Can you relate to any of these?

  • Finance sounds too complicated

  • Finance is boring

  • I get put off when I hear financial jargon

  • There aren’t enough hours in the day to learn everything about money

  • I get anxious thinking about money

  • Financial planning is only for the rich and wealthy

These are all very good reasons why you may be put-off from learning more about your finances. If I didn’t love numbers and weren’t fascinated by money, then I would be too!

But here’s the secret…

Anyone with the right mindset can achieve financial independence, and I’m going to show you how. Here you will find all of the tools you need to put you on the path to financial freedom.

But most importantly, everything will be simple, fun and straight to the point.

I’m hugely passionate about keeping wealth simple, which is what you can expect in all of my content. In fact, I promise you’ll discover a new way of looking at money, where you will have the financial confidence to help you achieve your highest aspirations.

It’s time to start looking at money differently so you’ll never look back in regret and think, ‘what if?’

Let’s make that happen together.

Ways we can work together…

Let’s work togerher 1:1

FIND OUT MORE

The Winning Wealth Check

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Wealthy Well-Being Session

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TESTIMONIALS

“I recently had a session with Makala Green, and it was fantastic. I am great with teaching other people how to manage their money, but when it comes to myself, I tend to go through times of being great with money and times when I am spending frivolously without a plan. I have recently been doing the latter, hence why I knew I needed some outside support. Makala’s session really helped to open my eyes to the possibilities of what my money could do for me and my family if we simply planned more effectively and maintained consistency. I am now really excited about the future as I know the steps I need to take to achieve my financial dreams. Thank you, Makala.”

D, Genas, She's The Boss

“Excellent service. Time was taken to understand my situation and various options explored. Would highly recommend The Winning Wealth Check service.”

P, Leonce, StowBuild Ltd

“In my first meeting Makala immediately made me feel comfortable to speak freely about my current financial situation, and her life goal orientated approach made me excited about my plan. She struck the perfect balance between professional and approachable, and took the time to understand my background before clearly explaining her recommendations.”

N, Moseley, DW Flooring Ltd

“Makala provides exceptional financial guidance and service. She understood exactly what I wanted and what I was looking for.”

O, Sangosanya, IsecureData Ltd

“Financial Projection Planning session was a great eye opener to what I could achieve with my finances. I was also shown of how quickly I could achieve my goal if I just amended a few spending and saving habits.  I felt so much more in control of my finances after my one hour session.”

V, Brewster, HR Consultant

“Makala Green gave me good solid financial support based on all my requirements and needs.”

D, O’Neil, IT Specialist

“Very happy with the professional financial session,  I would recommend Makala my friends and family”

D Watson, Manger

Makala has always put my interest first, giving sound, quality, trustworthy service and support. She has always been exceptional I would not hesitate to recommend her to anyone.”

D, Humphrey, Director, Humphrey and Co Estates

“I would like to highly recommend Makala Green for her professionalism, patience and trustworthiness.”

L, Godfrey, Entrepreneur

“I would highly recommend Makala to anyone looking for a kind, caring and supportive approach. She really listened to me and made me feel comfortable discussing my finances. I always thought you needed to be wealthy to consider financial planning and meeting Makala showed me that it’s accessible to everyone and really important.”

K, Neale, Physiotherapist

“I have had the privilege of working with Makala Green and found her to be a dedicated and enthusiastic individual. She shows immense passion towards her career in financial services and has a high level of expertise.”

J, Roswell, Career Coach

“Makala is the one to speak to if you’re looking for clear concise financial planning and support. Makala ‘s qualifications and her work experience mixed with her pleasing personality made it easier to discuss my plans for the future.”

J, Henry, Growth Strategist

“Makala provides a professional, friendly approach to financial planning. She takes a keen interest in getting to know her clients and understanding their needs.”

A, Clinton, Chartered Accountant

“Makala is someone who is very easy to speak to and has extensive knowledge in her field. I would have absolutely no hesitation in recommending Makala she comes high on my go-to.”

R, Holt, Business Owner

“Makala Green has helped me through every stage of my financial journey I can’t thank her enough.”

L, Pheasant, CEO

“Our problem was so easily explained, and we understood every word we were happy we reached out to Makala.”

F, Murray, Consultant

I’m Makala, Your Friendly Financial Planner

I’ve always been fascinated by money and numbers, which is convenient given that I earn a living looking at them! But it wasn’t until I started working in a bank as a cashier at the age of 16 that I discovered the number of different ways money can transform people’s lives.

After this realisation, I immediately fell in love with the world of finance, and I’ve never looked back. Seventeen years later and I’m now Britain’s first female black financial planner. I’ve partnered with multi-million-pound companies like French Connection, Waitrose, Marks and Spencer – and I’ve also worked with a number of A-list actors, artists and athletes. It’s been one hell of a ride.

I love my job and (almost) everything that comes with it, BUT I recognise my industry paints itself as overly complex and somewhat exclusive. I absolutely resent this because it prevents so many people from reaching their financial potential to live the life they’ve always dreamed of.

I’ve worked with different clients from various backgrounds, and all of them share similar apprehensions about financial planning.

I don’t believe this is right and is something that I’m determined to change!

Book a no-obligation consultation here

Britain’s first black female chartered financial planner

Award-Winning Financial Adviser of the Year – South East  2021

Worked with prestigious brands such as Waitrose, French Connection, Marks & Spencer and Metro Bank

Spoken at over 100 events to inspire people to look at financial planning differently

Provided financial consulting for a number of A-list artists, actors and sports professionals

17 years of experience in financial services

Resources

Podcast

Your Financial Journe‪y‬

On my podcast, you will discover the important secrets of building wealth from some of the most inspiring people across the globe. Your Financial Journey aims to help you overcome financial fears and manage your wealth with confidence.

listen now

Blog

Your Personal Finance Blog

On my blog, you will understand what wealth-building strategies to adopt, how to manage financial wellbeing, set financial goals, spot monetising opportunities, and much more. Your personal finance blog will help you get on track of your finances regardless of where you are on your journey.

Read now

Podcast

Your Financial Journe‪y‬

On my podcast, you will discover the important secrets of building wealth from some of the most inspiring people across the globe. Your Financial Journey aims to help you overcome financial fears and manage your wealth with confidence.

listen now

Blog

Your Personal Finance Blog

On my blog, you will understand what wealth-building strategies to adopt, how to manage financial wellbeing, set financial goals, spot monetising opportunities, and much more. Your personal finance blog will help you get on track of your finances regardless of where you are on your journey.

Read now

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Book a no-obligation consultation here