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Professional independent financial management built by recommendation and reputation
Expertise
We believe it’s our knowledge, expertise and experience in managing investments and pensions that set us apart.
What We Do

Here at Greenfields, we offer a range of services backed by knowledge, experience and expertise. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

Independent Financial Advisers 

The fact that we are fully 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.

For your free initial consultation, please get in touch.

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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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