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Welcome....

First established in 1987, Greenfields became a Company in 2001 and is comprised of a small team of highly experienced financial management professionals. Each member of the team adds to the strength and breadth of our business and enhances our ability to provide holistic, tailor-made financial advice to our clients. Primarily fee-based and able to provide lifetime financial planning. Greenfields has been built by recommendation and reputation. We are a business that seeks to break the mould, to deliver exceptional results within a framework of decency and honesty.

What can you expect from us?

Independence: We are truly independent, not influenced by or linked to any bank, insurance company or investment provider. The advice you get from us will be based our knowledge of the market as a whole and dictated by your needs alone.

Honesty: We have built a reputation for honesty and integrity of which we are immensely proud. We respect your privacy and maintain strict client confidentiality.

Professionalism: Greenfields seeks to exceed the standards of professionalism set out in the Institute of Financial Planning's code of conduct and is fully authorised and regulated by the Financial Services Authority.

Transparency: We are committed to providing jargon-free communications, clarity in recommendations and transparency in relation to fees and remuneration.

Performance: We never forget that we are here to work on your behalf. To help you achieve financial security and allow you to achieve your life goals.


 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 4205783.

Registered Office:
Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU. Tel: 01258 857101 Fax: 01258 857094

FSA Firm Number: 152689




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 152689


 
Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU. Tel: 01258 857101 Fax: 01258 857094