Greenfields Financial Management

Our Reviews

What Our Customers Say

At Greenfields, we take pride in helping our clients navigate the mortgage process with ease. But don’t just take our word for it—hear from the people we’ve helped! Read through our client reviews to see how we’ve made a difference, and feel free to leave your own feedback!

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Ian has helped us considerably over the years. Started with investment advice which is still ongoing, remortgaging our property and now with retirement planning and pension advice.

Ian helped us in all aspects of the above with very sound advice on which funds to invest in as we are both very cautious in our approach to all matters financial and in some aspects financially naive.

Ian guided me through a maze of Unit trusts funds, To find the best, That suited my needs.

Ian consolidated the different pensions, and invested the sum in various funds. He is incredibly dedicated to studying which funds are performing best, and switching the pension accordingly. The amount grew very pleasingly until the Covid-related market crash of spring, 2020, and has since recovered well.

Ian was able to offer a clear understanding of stocks and shares, giving me the confidence to invest. After the breakdown of my military marriage he gave me mortgage advice and the financial confidence to move forward into civilian independence. I was an emotional wreak and he was so professional, yet supportive in a nurturing way.

Over the years he has continued to support and advise me. I trust his independent, honest advice. He has since looked after other family members and I know they too have confidence in his professionalism. He is approachable, has an excellent sense of humour and shows an interest in your whole family.

Ian has helped us considerably over the years. Started with investment advice which is still ongoing, remortgaging our property and now with retirement planning and pension advice.

Ian helped us in all aspects of the above with very sound advice on which funds to invest in as we are both very cautious in our approach to all matters financial and in some aspects financially naive.

Ian guided me through a maze of Unit trusts funds, To find the best, That suited my needs.

Ian consolidated the different pensions, and invested the sum in various funds. He is incredibly dedicated to studying which funds are performing best, and switching the pension accordingly. The amount grew very pleasingly until the Covid-related market crash of spring, 2020, and has since recovered well.

Ian was able to offer a clear understanding of stocks and shares, giving me the confidence to invest. After the breakdown of my military marriage he gave me mortgage advice and the financial confidence to move forward into civilian independence. I was an emotional wreak and he was so professional, yet supportive in a nurturing way.

Over the years he has continued to support and advise me. I trust his independent, honest advice. He has since looked after other family members and I know they too have confidence in his professionalism. He is approachable, has an excellent sense of humour and shows an interest in your whole family.

Start Your Financial Journey with Confidence

Embarking on your financial planning journey doesn’t have to be stressful or overwhelming. At Greenfields Financial Management, we make the process straightforward and seamless, ensuring you receive the personalised, dedicated service you deserve. Whether you’re planning for retirement or securing your financial future, our experienced team listens closely to your needs and is committed to providing expert advice tailored to you. For a truly personalised service, book a call with Greenfields Financial Management today.