Meet Makala Green @TheWealthCheck

Makala Green is Britain’s first black female chartered financial planner and Founder of Green Wealth Planning, an Associate Partner Practice of prestigious St. James’s Place Wealth Management, and The Wealth Check. With over 17 years of experience, she continues to be driven by a determination to demystify the financial industry and illustrate how money is a tool, able to be understood and utilised by all.

Makala has worked tirelessly to become an expert in her field. Born in East London, at 16 she worked as a cashier at Nationwide Building Society. Soon, she became enthralled by the power money has to transform people’s lives. In 2006, Makala undertook Level 1 & 2 Bookkeeping and Accounts at City & Guilds School and progressed through various roles, from personal banker to mortgage adviser. At 21, she reached the position of Financial Adviser – her dream role. After 12 years of success in the Banking Sector, Makala unfailingly persisted to become an expert in Financial Services to further her mission – helping others reach their financial potential.

In 2015, Makala collaborated with St James’ Place Wealth Management, a leading UK wealth management organisation and FTSE 100 Company, to established Green Wealth Planning Ltd (GWP). As the first black woman to set up a partner practice in St James’ Place, she is a pioneer in many ways. GWP is known to deliver quality face-to-face wealth management advice and solutions to individuals and businesses for building and preserving capital, financial protection against risk and managing cash and borrowings.

In addition, Makala has developed The Wealth Check platform to open up the world of finance to everyone. Through this platform, she has spoken at over 100 events, launched her podcast Your Financial Journey and developed a package of resources that are free to access by anyone. Additionally, she offers 1-1 services, Wealth Check-Up sessions and a blog, featuring practical and comprehensive nuggets for a financial education.

Having partnered with household names such as John Lewis, Waitrose, French Connection, Marks & Spencer and MetroBank, Makala’s life work so far has not only made a difference to her clients but the entire financial services industry. Alongside her passion to financially transform people’s lives, she’s dedicated to mentoring young females to embark on careers in financial services and bridge the diversity gap. As a trailblazer in this industry, she’s a figurehead and example to women from all backgrounds, a successful career in finance is within grasp.

Makala Green comments: ‘The financial industry does not appear easy to love from the outside. But for me, learning how clients from all backgrounds have similar apprehensions about financial planning inspired a career and fascination with money. Money is something we all have in common, yet so many do not understand it. Alongside wanting to break down barriers to financial freedom for people everywhere, I want to shine my knowledge and passion through the grey of the industry. By doing this, I can help diversify opportunities and develop new ground.’

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