Greenland Financial Planning Ltd

Independent Financial Adviser 52 Lilliesfield Avenue, Barnwood, Gloucester, Gloucester, GL3 3AH

First meeting at adviser's own cost

Response rating

9.0/10

15th July 2019

We aim to add real value to your financial situation and to give you financial peace of mind.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Make an enquiry Request a call back 01452 679710 Recommend to a friend

Meet our advisers

Rob Akester Dip PFS

Director/ Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

52 Lilliesfield Avenue, Barnwood, Gloucester, Gloucester, GL3 3AH

Make an enquiry

About us

Greenland Financial Planning Ltd has been providing independent financial advice in Gloucestershire since 2004.

A financial review meeting with us may help you with:

•Making the right financial decisions
•Tax efficient saving
•Investment income & capital growth solutions
•Retirement planning & pension income choices
•Protecting your family wealth
•Financial peace of mind

Regular ongoing annual reviews are available to ensure that your investments, pensions and financial plans are all on track.

Evening appointments are available at your home.

Authorised and Regulated by the Financial Conduct Authority.

Our services

We are committed to providing the highest standards of independent financial advice and customer service.

Make an enquiry Request a call back 01452 679710 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Website

Make an enquiry Request a call back 01452 679710 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01452 679710 Recommend to a friend

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