Greenfields Financial Management Limited

Independent Financial Adviser Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU
FCA verified
15th July 2019
Professional independent financial management built by recommendation and reputation.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Ian Maitland
Managing Director
Where to find us

Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU

About us

Simply put, we are here to help improve the outlook for your finances and in turn, this can help improve the outlook for you and your loved ones.

Everyone’s financial goals are different and it is these differences that we, as Independent Financial advisers, are perfectly placed to understand and focus upon when identifying products ideal for your individual circumstances.

Our services

Everyone’s financial goals are different and it is these differences that we, as Independent Financial advisers, are perfectly placed to understand and focus upon when identifying products ideal for your individual circumstances.

But it’s more than just products – Greenfields will help with every step of financial planning, looking at your short, medium and long term goals and shaping a plan to help achieve them.

After a thorough review of your current monetary resources we will help prioritise achievable goals and help you save in the most tax efficient way.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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: . The guidance and or advice is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

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