About Greenfields
Helping You And
Your Money To Live Well
Greenfields Financial Management was built on a foundation of genuine care for people passionate about making the most of their money. With years of experience and a wealth of knowledge, we’ve built success not only in finances but also in our relationships.
As we’re driven by people and not profits, we get to know you and your goals and always provide advice and service tailored just for you – always keeping your best interests at heart.
To deliver independent, genuine, and smart advice that always puts our client’s interests first.
To make it possible for people to achieve their financial and lifestyle goals.
Our Story
We noticed that many financial advisors were dedicated to no more than their bottom line, giving their clients little to no value beyond the bare minimum.
They didn’t ask questions, didn’t answer yours, and certainly didn’t think about your financial future when working with you. That just didn’t sit right with us, so we set out to provide a service that worked in the opposite way— putting people above profits.
During the late 1980’s financial advisors were predominantly sales orientated. The object being, the sale of financial products, which in turn generated a generous amount of commission.
I looked at client’s needs and helped with overall financial planning, with the idea being to enable them to achieve their goals and aspirations while protecting their current position.
Meet Your Financial Experts
Meet Ian
Meet Justin
Meet Toby
Meet Steph
Meet Brenton
Meet Olivia
Meet Sue
Meet
Ian Maitland
Ian has worked in financial services for nearly thirty years from this home in Lytchett Matravers. He is married, he has children and several young grandchildren. Ian’s objective is to build long-term relationships with his clients and their families by providing regular updates and reviews, ensuring individual long-term financial goals are achieved. His knowledge and experience ensure that clients receive impartial, excellent, unique and up-to-date advice.
Ian is qualified to provide advice in the areas of Investments, Retirement Planning, Tax Planning, Personal and Corporate Financial Planning, Financial Protection and Mortgages. His aim is to understand client’s current and future needs and objectives in order to create a unique, flexible and realistic financial strategy. This includes cash flow forecasting and effective tax planning to make those objectives possible.
On 21st September 1988, Ian was a founding member of the Institute of Financial Planning, an organisation which was set up to provide the financial services industry quality advisers who work for their clients rather than simply selling them financial products. Ian’s solicitor at the time drew up the original charter.
In his spare time Ian enjoys actively supporting his local community and spending time with the family.
Meet
Justin Travers
Justin joined Greenfields in April 2018 and is our Mortgage and protection advisor who also specialises in later-life lending and complex mortgage solutions.
His focus is always on helping clients achieve their long-term goals, ensuring that all aspects of their life are protected and that they have a clear path towards their future.
He has worked with numerous clients completing mortgages for first-time buyers, re-mortgages, buy-to-let properties, commercial and various other funding solutions.
Justin has vast experience in later-life lending solutions for those that are approaching the retirement stage of their lifetime journey.
In his spare time, he enjoys spending time with his wife and two young daughters. He is also an avid fisherman, gardener and has a keen interest in archaeology, having studied this at university.
Meet
Toby Evans
Building relationships with clients built on mutual trust has always been a priority for Toby. He embarked upon a career change in 2019, having started, built and successfully exited his own business operating a small group of children’s day nurseries. He sought to fulfil his dreams and passion of helping other people with their personal financial affairs as they work towards financial freedom.
Of particular interest to Toby is tax-efficient intergenerational wealth planning and being intentional with one’s money. Toby holds the Diploma in Regulated Financial Planning, winning a prestigious award for the highest-scoring candidate in his year of qualification.
Outside of work, Toby is an avid tennis player & skier. He is happily married and the proud father to two young daughters. As a multi-lingual individual, he enjoys foreign travel, although this has become a little trickier with two under-fives!
Meet
Steph Eves
Stephanie joined Greenfields in May 2022 as our Senior Paraplanner. She works alongside supporting our advisers, analysing client data and researching the market, ensuring all client files are compliant.
Stephanie has worked in the Financial Services industry for nearly 20 years and has a wide range of knowledge of Pensions, Retirement Planning, Investments, Portfolio Management, and Inheritance Tax Planning. Stephanie is currently working towards becoming chartered.
When Stephanie is not studying, she spends the rest of her time looking after her family. They enjoy going for walks, exploring new places, and helping with gardening.
Meet
Brenton Vickery
Brenton joined Greenfields in January 2022 as a Trainee Paraplanner, having previously worked in finance as a manager of a High-Value Payments Processing team at JPMorgan Chase Bank in Bournemouth.
Brenton has embarked on this career change fueled by a genuine desire to have a tangible impact on helping people achieve their life and financial goals. As such, he has begun studying for his Diploma in Regulated Financial Planning to equip himself with practical industry knowledge to apply to his daily role.
Outside of work, Brenton has a keen interest in music, travelling, playing football and going to watch his team Chelsea play at Stamford Bridge whenever possible, despite a long-standing tradition of largely being in attendance for losses and draws.
Meet
Olivia Bowry
Liv started her career in the financial services industry around two years ago after completing her A levels and joined Greenfields in October 2022 as an administrator. She wishes to further her career with the intention of working towards becoming a paraplanner.
Liv is looking to start studying to obtain her professional qualifications to achieve this goal.
In her spare time, Liv enjoys socialising with her friends and spending time with her family, especially baking cakes with her mum and has a strong interest in continuing to travel and explore the world.
Meet
Sue Gait
Sue joined Greenfields in July 2022 as a part-time administrator, having worked in the financial sector for most of her life, moving to the financial advice industry in the last 15 years.
Sue has a good knowledge of the financial industry and supports the para-planners and advisers within Greenfields.
In her spare time, Sue enjoys walking her daughter’s dog, socialising with friends and attending horse events. Her ambition in retirement is to buy a camper van and travel around the British Isles.
Meet Your Financial Experts
Meet Toby
Meet
Toby Evans
Building relationships with clients built on mutual trust has always been a priority for Toby. He embarked upon a career change in 2019, having started, built and successfully exited his own business operating a small group of children’s day nurseries. He sought to fulfil his dreams and passion of helping other people with their personal financial affairs as they work towards financial freedom.
Of particular interest to Toby is tax-efficient intergenerational wealth planning and being intentional with one’s money. Toby holds the Diploma in Regulated Financial Planning, winning a prestigious award for the highest-scoring candidate in his year of qualification.
Outside of work, Toby is an avid tennis player & skier. He is happily married and the proud father to two young daughters. As a multi-lingual individual, he enjoys foreign travel, although this has become a little trickier with two under-fives!
Meet Justin
Meet
Justin Travers
Justin joined Greenfields in April 2018 and is our Mortgage and protection advisor who also specialises in later-life lending and complex mortgage solutions.
His focus is always on helping clients achieve their long-term goals, ensuring that all aspects of their life are protected and that they have a clear path towards their future.
He has worked with numerous clients completing mortgages for first-time buyers, re-mortgages, buy-to-let properties, commercial and various other funding solutions.
Justin has vast experience in later-life lending solutions for those that are approaching the retirement stage of their lifetime journey.
In his spare time, he enjoys spending time with his wife and two young daughters. He is also an avid fisherman, gardener and has a keen interest in archaeology, having studied this at university.
Meet Ian
Meet
Ian Maitland
Ian has worked in financial services for nearly thirty years from this home in Lytchett Matravers. He is married, he has children and several young grandchildren. Ian’s objective is to build long-term relationships with his clients and their families by providing regular updates and reviews, ensuring individual long-term financial goals are achieved. His knowledge and experience ensure that clients receive impartial, excellent, unique and up-to-date advice.
Ian is qualified to provide advice in the areas of Investments, Retirement Planning, Tax Planning, Personal and Corporate Financial Planning, Financial Protection and Mortgages. His aim is to understand client’s current and future needs and objectives in order to create a unique, flexible and realistic financial strategy. This includes cash flow forecasting and effective tax planning to make those objectives possible.
On 21st September 1988, Ian was a founding member of the Institute of Financial Planning, an organisation which was set up to provide the financial services industry quality advisers who work for their clients rather than simply selling them financial products. Ian’s solicitor at the time drew up the original charter.
In his spare time Ian enjoys actively supporting his local community and spending time with the family.
Meet Steph
Meet
Steph Eves
Stephanie joined Greenfields in May 2022 as our Senior Paraplanner. She works alongside supporting our advisers, analysing client data and researching the market, ensuring all client files are compliant.
Stephanie has worked in the Financial Services industry for nearly 20 years and has a wide range of knowledge of Pensions, Retirement Planning, Investments, Portfolio Management, and Inheritance Tax Planning. Stephanie is currently working towards becoming chartered.
When Stephanie is not studying, she spends the rest of her time looking after her family. They enjoy going for walks, exploring new places, and helping with gardening.
Meet Brenton
Meet
Brenton Vickery
Brenton joined Greenfields in January 2022 as a Trainee Paraplanner, having previously worked in finance as a manager of a High-Value Payments Processing team at JPMorgan Chase Bank in Bournemouth.
Brenton has embarked on this career change fueled by a genuine desire to have a tangible impact on helping people achieve their life and financial goals. As such, he has begun studying for his Diploma in Regulated Financial Planning to equip himself with practical industry knowledge to apply to his daily role.
Outside of work, Brenton has a keen interest in music, travelling, playing football and going to watch his team Chelsea play at Stamford Bridge whenever possible, despite a long-standing tradition of largely being in attendance for losses and draws.
Meet Olivia
Meet
Olivia Bowry
Liv started her career in the financial services industry around two years ago after completing her A levels and joined Greenfields in October 2022 as an administrator. She wishes to further her career with the intention of working towards becoming a paraplanner.
Liv is looking to start studying to obtain her professional qualifications to achieve this goal.
In her spare time, Liv enjoys socialising with her friends and spending time with her family, especially baking cakes with her mum and has a strong interest in continuing to travel and explore the world.
Meet Sue
Meet
Sue Gait
Sue joined Greenfields in July 2022 as a part-time administrator, having worked in the financial sector for most of her life, moving to the financial advice industry in the last 15 years.
Sue has a good knowledge of the financial industry and supports the para-planners and advisers within Greenfields.
In her spare time, Sue enjoys walking her daughter’s dog, socialising with friends and attending horse events. Her ambition in retirement is to buy a camper van and travel around the British Isles.
Awards And Results
Toby
2022-2023
Winner of 2022 & 2023 CII Bournemouth Diploma in Regulated Financial Planning Award
Toby
2023
VouchedFor Top Rated Independent Financial Adviser 2023
<