Makala Green

Why organisations work with Makala Green

• She holds the Chartered Financial Planner credential, the senior qualification of the UK financial advice industry, which gives employee audiences a regulated voice they can actually trust on money decisions.
• She is the first black woman in the UK to achieve that chartered status, which makes her a credible speaker on inclusion in financial services and on the confidence gap that disproportionately affects women and minority employees.
• Her book The Money Edit (Yellow Kite, Hachette UK) sets out a deliberately jargon-free framework, which lets her translate pensions, investing and budgeting into language a mixed-seniority audience can act on the same week.
• She has worked with Waitrose, John Lewis and Metro Bank on financial wellbeing programmes, so the content has been tested inside large UK employers rather than only on a public stage.
• Her ITV This Morning, BBC Radio and Financial Times appearances mean she can hold a room of non-finance professionals without losing the technical accuracy a regulated topic demands.

Biography highlights

• UK’s first black female Chartered Financial Planner, the senior credential of the Chartered Insurance Institute’s financial advice qualification track.
• Founder of Green Wealth Planning and the consumer platform The Wealth Check.
• Author of The Money Edit: Your No Shame, No Blame Guide to Taking Control of Your Money, published by Yellow Kite (Hachette UK), 2022.
• Named Financial Adviser of the Year, South East England, Professional Adviser, 2021.
• Resident financial expert on ITV’s This Morning, with further appearances on BBC Radio and contributions to the Financial Times, Spear’s, FinTech Magazine, Glamour, Stylist and Women’s Health.
• Corporate financial wellbeing work with Waitrose, John Lewis and Metro Bank.
• Host of the Your Financial Journey podcast.

Biography

Financial anxiety inside a workforce rarely shows up as a line item, but it shows up in absence, in retention, and in the quality of decisions people make under pressure. Most employers respond with a benefits brochure and an EAP phone number. Few have a voice that employees actually trust on money.

Makala Green is that voice. She is a Chartered Financial Planner, the senior qualification of the UK financial advice industry, and the first black woman in the country to hold that status. She built Green Wealth Planning as a regulated advisory practice, then founded The Wealth Check as the consumer-facing platform that translates the same discipline into language employees and entrepreneurs can act on.

Her book The Money Edit, published by Yellow Kite at Hachette UK, sets out the framework she uses on stage and inside corporate programmes. Waitrose, John Lewis and Metro Bank have run her into their workforces. ITV’s This Morning, BBC Radio, the Financial Times and Spear’s have used her as a financial expert on air and in print. Professional Adviser named her Financial Adviser of the Year for the South East of England in 2021.

What she gives a corporate audience is the rare combination of regulatory standing and plain English. She can talk about pensions, investing and household resilience without either patronising the room or hiding behind jargon, and she can do it from a position that audiences hearing from a woman of colour in senior financial expertise still find unusual. That is the substance behind the inclusion claim, and it is also why her financial wellbeing work travels into mixed-seniority rooms that more conventional adviser-speakers struggle to hold.

Key speaking topics

• Employee financial wellbeing
• Financial confidence and the gender and ethnicity wealth gap
• Cost-of-living resilience for workforces
• Inclusion in financial services
• Investing, pensions and long-term wealth planning
• Entrepreneurship and personal finance for founders
• Money mindset and behavioural finance

Ideal for

• HR, reward and benefits leaders designing financial wellbeing programmes
• DEI leads and employee resource groups focused on women, Black and minority employees
• Retail, consumer and financial services employers with large mixed-seniority workforces
• Founder and scale-up communities where personal finance and business finance overlap

Audience outcomes

• A clearer picture of how financial anxiety is currently affecting their workforce and where regulated input would change behaviour.
• A jargon-free vocabulary for talking about pensions, investing and debt that employees of any seniority can use.
• Specific moves employees can make in the weeks after the session on savings, pensions and household budgeting.
• A more honest conversation about the gender and ethnicity dimensions of financial confidence inside the organisation.