What to do with an (un)expected wealth event?
Firstly let’s describe what we mean by this. There are times in our lives whereby
Ready To Secure Your
Financial Future?
At Greenfields Financial Management, we pride ourselves on our professional and knowledgeable approach to all areas of your financial life. Backed by years of experience and supported by a wide range of resources, our biggest goal is to help you achieve yours, whatever they may be. Contact us today to accelerate your financial success — you could even retire five years earlier!
Our Financial Services
Retirement Planning
Ensuring you have enough capital and income to support yourself throughout your life.
Lifestyle Financial
Planning
It’s not all about the far-away future— we’d also love to help you enjoy today and tomorrow.
Savings and
Investments
Not sure where to begin or where to invest? We get to know you to help you make the most appropriate choices for you and your goals.
Family and Financial Protection
Whether it’s your family, your business, or both, making sure they’re protected is key.
Inheritance Tax
Planning
IHT may be known as Britain’s most dreaded tax, so let us help you legally mitigate against its impact on your legacy..
Your Financial Partners
In Your Financial Future
Greenfields Financial Management is more than just numbers, calculators, and spreadsheets— we’re real people, just like you, who are passionate about helping others achieve their financial goals. Our team is made up of some of Britain’s savviest number-crunchers, and our results speak for themselves! With areas of interest ranging from family and financial protection to inheritance tax planning, pensions, and all that’s in between, we have all stages of life covered when it comes to making your pounds work for you.
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What Our Clients Say
Read genuine reviews from our valued clients who have praised our commitment to excellence, personalized approach, and ability to exceed expectations.
Why Choose Greenfields?
Whether you’re just starting your career or are decades along and thinking about retirement, we’ve got your financial concerns covered. In everything we do, we offer a personalised approach so you feel like the individual you are, rather than just a number on a page.
Years Of Experience
We’ve put in years of study and then decades of experience in the field working with real people just like you.
Wide Range Of
Resources
We’re equipped with all the tools of the trade to help you make the most appropriate decisions for you, your family, and your future.
Fully Independent
As fully independent financial advisors, we provide bias-free advice and service that’s not product or commission-led.
News & Resources
What is it you plan to do with your one precious life?
For this month’s piece I wanted to write with a real-life, anonymised client story of
Let’s Make Your
Financial Goals A Reality
Whoever you are and whatever you do, our number one goal is to secure your financial future. Whether that’s to enjoy your lifestyle in the near future, plan your retirement, or make sure your children, grandchildren, and even great-grandchildren are cared for, we’re here to help make it happen. With a foundation of knowledge, expertise, and experience in managing investments, pensions, and more, we put you— and your goals— first.