From Cashier to Britain’s First Black Female Chartered Financial Expert
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.
From Cashier to Britain’s First Black Female Chartered Financial Expert
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.
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.
Can you relate to any of these?
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.
TESTIMONIALS
“I had a financial planning session with Makala Green, and it was fantastic. 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.”
“I would highly recommend Makala to anyone looking for a kind, caring and supportive approach. She really listened 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.”
“Makala was phenomenal. The audience was so engaged and there was a lot of positive feedback. Thanks for being part of Thrive Festival 2021.”
“My financial coaching session with Makala 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 had the finance but not the knowledge and I felt so much more in control of my finances after my session.”
“It was a pleasure speaking with you, Makala; thank you for sharing your insights!”
“Excellent service. Time was taken to understand my situation and various options explored. I would highly recommend The Winning Wealth Check.”
“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”.
“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 list.”
“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.”
“Makala provides exceptional financial guidance and service. She understood exactly what I wanted and what I was looking for.”
“Very happy with the professional financial session, I would recommend Makala my friends and family”
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.”
“I would like to highly recommend Makala Green for her professionalism, patience and trustworthiness.”
“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.”
“Makala provides a professional, friendly approach to financial planning. She takes a keen interest in getting to know her clients and understanding their needs.”
“Makala Green has helped me through every stage of my financial journey I can’t thank her enough.”
“Makala Green gave me good solid financial support based on all my requirements and needs.”
“Our financial problem was so easily explained, and we understood every word we were happy we reached out to Makala.”
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 16 that I discovered many 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. Eighteen years later, I’m an author of The Money Edit, your no blame, no shame guide to taking control of your finances. I’ve partnered with multi-million-pound companies like John Lewis, Waitrose and Metro Bank. I’ve appeared on ITV This Morning and BBC Radio and featured in various notable publications such as the Financial Times, Harpers Bazaar, Women’s Health, Glamour and The Stylist to name a few. I’ve also worked with several 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 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 clients from various backgrounds, and they all share similar apprehensions about financial planning.
I don’t believe this is right, and it is something that I’m determined to change!
Britain’s first black female chartered financial expert
Award-Winning Financial Adviser of the Year – South East 2021 & Financial Marketing Influencer 2022
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
18 years of experience in financial services
Resources
Book
The Money Edit
The Money Edit is a jargon-free, straight-talking guide, giving us the confidence and clarity to understand money and make smarter choices at every stage in life – no matter what life stage we are at. The book answers all the most common questions Makala has encountered from clients over the years, covering everything from budgeting and investing to buying property and preparing for the future.
Blog
TWC 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.
Blog
TWC 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.
