Greenfields Financial Management Limited

Independent Financial Adviser  Greenfields Farm, Lytchett matravers, Dorset, BH16 6BU
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FCA authorised
Last authorised 25th May 2020
Professional independent financial management built by recommendation and reputation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
Ian Maitland
Managing Director
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.

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

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

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