At Greenfields Financial Management, we’re more than just financial experts—we are genuinely passionate about helping people make the most of their money. With years of experience and a deep understanding of the industry, we’ve achieved success not only through our financial knowledge but also through the strong relationships we’ve built along the way.
Our approach is driven by people, not profits. We take the time to understand your goals, offering personalised advice and services tailored specifically to your needs. Your best interests are always at the heart of everything we do.
Greenfields Financial Management was founded by Ian Maitland in the 1990—not just to deal with numbers, but to genuinely improve people’s lives. Our team of approachable experts is passionate about helping clients achieve financial security and peace of mind. Whether you need guidance on family protection, pensions, inheritance tax planning, or broader financial strategies, we’re here to ensure your money serves you well—both today and in the future.
During the late 1980s, financial advisory services were largely sales-driven, with a strong emphasis on commissions rather than client needs. Recognising this, Greenfields took a different path. Instead of simply selling financial products, we built our foundation on a holistic approach—prioritising long-term financial well-being and tailored planning. Our focus has always been on empowering clients with the right strategies to achieve their goals while safeguarding their financial future.
At Greenfields Financial Management, our mission is simple: to always put your needs first. We are committed to providing independent, transparent advice that helps you make informed decisions about your financial future. By focusing on understanding your unique goals and circumstances, we provide recommendations that are tailored specifically for you. Our aim is to empower you to achieve your financial dreams, whether it's securing your retirement, purchasing a property, or protecting your loved ones.
We believe in building lasting relationships based on trust, and we strive to be more than just your financial advisor. We’re here to guide you through every financial decision, helping you navigate the complexities of the financial world with confidence and clarity.
Our vision is to help you achieve both your financial and lifestyle goals. Whether it’s achieving financial independence, enjoying a comfortable retirement, or investing for the future, we believe that everyone should have the tools and support to live the life they want.
We are dedicated to offering financial planning that adapts to your needs and goals. By understanding your aspirations, we provide tailored solutions that help you move forward with confidence. We envision a future where you are empowered to make the best decisions for your financial well-being, with Greenfields Financial Management as your trusted partner every step of the way.
With over 35 years of experience in financial services, Ian has dedicated his career to helping individuals and families secure their financial futures. Based in Lytchett Matravers, he takes pride in building long-term relationships with his clients, offering regular updates and reviews to ensure their financial goals are met.
Ian is highly qualified in a range of financial areas, including Investments, Retirement Planning, Tax Planning, Personal and Corporate Financial Planning, Financial Protection, and Mortgages. His approach is rooted in understanding each client’s unique needs—both present and future—to create tailored, flexible, and realistic financial strategies. This includes detailed cash flow forecasting and effective tax planning to help clients achieve their objectives.
A strong advocate for ethical financial planning, Ian was a founding member of the Institute of Financial Planning on 21st September 1988. This organisation was created to elevate industry standards by ensuring that financial advisers prioritize their clients' best interests rather than simply selling financial products. Ian played a key role in shaping its original charter.
Beyond his professional work, Ian is actively involved in his local community and cherishes time spent with his wife, children, and grandchildren.
Sue became part of the Greenfields Financial Management team in July 2022 as a part-time administrator, bringing with her a wealth of experience from a lifetime in the financial sector. Over the past 15 years, she has specialised in financial advice, making her an invaluable support to both paraplanners and advisers within Greenfields. Her extensive knowledge of the industry ensures that clients receive seamless and efficient service.
With a keen eye for detail and a strong background in finance, Sue plays a crucial role in keeping everything running smoothly behind the scenes. She enjoys working as part of a close-knit team and is always happy to lend a helping hand.
Outside of work, Sue loves walking her daughter’s dog, socialising with friends, and attending horse events. Looking ahead to retirement, she dreams of buying a camper van and embarking on an adventure across the British Isles, exploring all the beauty it has to offer.
Sam has been working in the financial services industry since 2018, providing dedicated support across a wide range of areas including residential mortgages, buy-to-let (BTL), second charge loans, equity release and protection. Sam's background also includes experience at a well-known law firm, where she developed strong organisational skills and an eye for detail—both of which are key to her role today.
Sam takes pride in ensuring everything runs smoothly behind the scenes, helping both clients and advisors through each stage of the process with efficiency and care. Sam is passionate about delivering excellent service and being a reliable point of contact throughout the journey.
Outside of work, Sam enjoys staying active through walking and going to the gym, and loves spending time with her young family and cockapoo, Simba. Sam also has a passion for cooking and make the most of any opportunity to get away on a cruise—there’s nothing quite like the mix of adventure and relaxation!
With over 15 years financial service experience helping clients achieve financial clarity, confidence, and peace of mind, Lewis brings both expertise and compassion to every aspect of his work.
Having held advisory roles with an established high street bank and a respected Poole based boutique financial planning firm, Lewis joined Greenfields Financial Management to continue his commitment to providing personal, purpose-led advice built around lifestyle and values.
Lewis believes that great financial planning is about more than numbers, it’s about life. He sees lifestyle financial planning as the bridge between financial strategy and personal fulfilment, helping clients align their money with what truly matters to them. By taking the time to listen and understand each client’s story, Lewis designs plans that support their ambitions, reflect their priorities, and evolve as life unfolds.
His experience spans partnering with a wide range of clients and families, from young professionals taking their first financial steps, to business owners navigating growth and succession, to retirees seeking comfort and security in later life. This breadth of experience allows Lewis to adapt his advice with empathy and understanding, tailoring every plan to the unique circumstances of each individual or family he works with.
Combining deep technical expertise with a coaching-led, empathetic approach, Lewis helps clients navigate key financial decisions with clarity and care. His advice spans retirement, investment, protection, tax-efficient strategies, estate planning, mortgages, and equity release, offering comprehensive support to help clients enjoy today while preparing wisely for tomorrow.
Guided by simplicity, transparency, and trust, Lewis’s philosophy is to empower clients to feel confident, secure, and fully supported, ensuring their financial plan not only grows wealth but enhances wellbeing.
Beyond Greenfields, Lewis enjoys coastal walks and travelling with his wife and children. He believes that a meaningful financial plan should reflect life’s bigger picture, nurturing both the goals of tomorrow and the moments that make today meaningful.
Adam has been working in the financial services industry for over seven years, gaining extensive experience and knowledge along the way. Prior to joining our team, he worked for a well-known financial firm where he was involved in both unrestricted and restricted financial advice, giving him a broad perspective on the industry.
He has successfully completed the Diploma in Regulated Financial Planning and is now further developing his technical skills and expertise in his role as a Trainee Paraplanner. Adam is passionate about supporting clients in achieving their financial goals and is dedicated to providing high-quality research and analysis to assist our advisers.
Outside of work, Adam is a keen table tennis player and competes in local leagues. He also enjoys playing tennis and spends time gaming in his spare time.
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.
