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Professional independent financial management built by recommendation and reputation
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Welcome to Greenfields Financial Management Ltd

Loyally serving our customers for over 30 years, our mission is to provide honest, independent and personalised financial advice, using our experience and expertise to assess your situation as a whole and offer solutions that are clear and understandable.

Seeking financial advice can be a daunting and sometimes intimidating process. We strive to alleviate this stress and provide friendly, down-to-earth advice in a relaxed and tranquil environment.

Being truly independent advisers, means that you can be sure that the advice and service you receive is free of bias and is not product or commission-led. Instead, we work purely for you and have your best interests at heart, always.

Please get in touch to arrange your free initial consultation and find out how we can help you create a financially secure future.

honesty
We are renowned for honesty and integrity being at the heart of our service, with unerring respect for privacy and the strictest client confidentiality.
independence
Our true independence means our advice to you is based on our comprehensive market knowledge and dictated by your needs alone. We are not influenced by or linked to any bank, insurance company or investment provider.
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 Conduct 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. We want to help you attain financial security and achieve your life goals.
Greenfields Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority. FCA Financial Services Register Number 152689. Registered in England & Wales, Company Number 4205783. Registered Office address: Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU. Trading address: as per Registered Office Address. Telephone: 01258 857101. The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to Greenfields Financial Management Ltd or telephone 01258 857101. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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