“Growing a Life That’s Financially Organised and Aligned with You”
At Greenfields Financial Management, our charging structure is designed to reflect the same principles as our advice: transparent, fair, and built around you.
We believe that high-quality financial planning should offer clarity, confidence, and control, not confusion.
That’s why all our fees are clearly explained before any work begins, with no hidden costs or surprises.
Comprehensive Lifestyle Financial Planning Process
This is your one-off investment in getting financially organised - covering every stage of The Greenfields Journey, from Discovery through to the creation of your personalised or Vision Map™.
What’s Included:
• Discovery Meeting (Planting the Seeds)
• Proposal & Engagement Meeting (Shaping the Landscape)
• Fact-Finding and Organisation (Preparing the Ground)
• Creation and presentation of your / Vision Map™
• Summary of recommended next steps via your Growth Pathway™
• All meetings, reports, forecasts, and planning sessions
These fees cover the full creation of your personalised Greenfields or Vision Map™, including all meetings, planning work, forecasting, and written Roadmap of works. No implementation work is included at this stage.
The Growth Pathway™ - Nurturing Your Futures
Once your plan is agreed, we move to helping you take action - aligning your investments, pensions, and protection with your goals.
This is where we turn insight into progress, ensuring your financial arrangements are implemented with care and precision, and set on the right path for long-term growth.
All advice is fully regulated by the Financial Conduct Authority (FCA). Fees are transparent and agreed before any implementation.
Ongoing Financial Life Planning
For clients who wish to maintain a holistic, ongoing relationship with us, beyond investment review, we offer our Growth Membership™, a structured annual planning service.
Membership fees cover ongoing financial life planning and holistic advice beyond regulated investment management. This ensures your financial plan continues to evolve with your life.
Personalised. Transparent. Built Around You.
At Greenfields Financial Management, we believe your financial plan should be as unique as your life. That’s why our fees are structured to reflect the value of the service we provide, not the size of your investments.
Our approach is simple, transparent, and tailored to your needs. You’ll always know exactly what you’re paying, and more importantly, what you’re getting in return. No tie-ins. No surprises. Just a clear, structured journey designed to support your life, your goals, and your peace of mind.
We structure our fees across three key stages of your planning journey:
Clarity on where you are, and where you want to go.
This is the foundation of your financial life plan. The Vision Map™ gives you a clear understanding of your current position and helps you define what a fulfilling life looks like – now and in the future.
What you’ll gain:
By the end of this stage, you’ll have a personalised Vision Map and the confidence to make informed decisions about your future.
Aligning your finances with your life goals.
Once your Vision Map™ is in place, we help you take action. The Growth Pathway™ is about implementing the changes needed to bring your plan to life – simplifying, improving, and aligning your financial arrangements with your lifestyle and legacy goals.
This may include:
Fees are agreed in advance based on the scope and complexity of the work involved.
Ongoing planning for a life that keeps evolving.
Life doesn’t stand still – and neither should your financial plan. Our Greenfields Membership provides continuous support, guidance, and accountability to ensure your plan stays aligned with your life as it changes.
Your annual membership includes:
This stage ensures your plan remains dynamic, relevant, and resilient – giving you the confidence to live life on your terms.
Your plan is built around your life, not a product or portfolio.
You’ll always know what you’re paying and why.
No tie-ins, just a commitment to your long-term wellbeing.
We help you make better decisions, not just better investments.
Let’s build a plan that supports the life you want , with clarity, confidence, and purpose.
