Greenfields Financial Management Limited

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

: FCA Number: 152689

Greenfields Financial Management Limited is a trustworthy firm, regulated under FCA number 152689, based at Greenfields Farm, Lytchett Matravers in Poole, Dorset. Specialising in life and investment management, the company provides comprehensive financial planning, offering regulated advice for pensions, retirement, and investments. Conveniently located near the city of Poole, they extend their services across the surrounding regions. Their team is dedicated to providing tailored solutions, focusing on each client's individual needs. Whether you're planning for retirement or seeking investment advice, Greenfields Financial Management is approachable, catering to first-time investors to experienced planners. Trust this company for your financial future.

Their team includes 2 financial advisers. Check FCA registration here.

Greenfields Financial Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Greenfields Financial Management Limited from the Motorway

Commence from the M27.
Proceed onto A31.
Upon reaching Palmersford Roundabout, take the second exit and continue on A31.
At Ameysford Roundabout, take the second exit and hold your course on A31.
Arriving at Merley Roundabout, take the third exit and persist on A31.
At the Roundhouse Roundabout, opt for the first exit leading to Poole Road/A350.
Make a right turn onto Castle Farm Road.
Take a right turn in the direction of Loop Farm Road.
Turn right onto Loop Farm Road - a partially restricted usage road. The destination will be situated on the left hand side.

List of advisers under Greenfields Financial Management Limited:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.