Our Services

Providing peace of mind, no matter your needs and goals.

Financial Services Don’t
Need to be Daunting

Whether you’re planning on buying your first home or planning for retirement, you need a trusted advisor on your side. These, and many other financial decisions, shouldn’t be taken lightly and deserve the highest quality of care and understanding. However, that doesn’t mean financial services need to be intimidating!

At Greenfields, we take the opposite approach. An advisor who’s independent isn’t bound by contracts to recommend certain brands or products. As a result, you can trust that you’re getting the best recommendations for you as an individual. At Greenfields, this personalised, non-biased service is exactly what we provide to each and every client.

We’re Here to Serve You

Our team at Greenfields is dedicated to finding the best product for you and your individual circumstances. We take a professional and friendly approach to everything we do, and utilise our years of experience and a wide range of resources to help you achieve your goals. Whether you’ve started your first full-time job and want to know how to save and invest wisely, want to protect your home or your business, or need help navigating inheritance tax planning, we’re here to help.

Our Range of Services

We offer a wide range of independent services, including:

Family and Financial Protection

Life can be unpredictable, but protection doesn’t have to be. Family and financial protection offers you peace of mind that your loved ones can be supported no matter what comes their way.

Lifestyle Financial

Having a map of your financial future is a wise image to have in mind— and on paper. With tools such as lifetime cash flow forecasting, we can help you discover your goals and work your way towards them.

Savings and

It’s never too early or too late to start planning for your future. We take an evidence-based approach to investing to give you the best opportunity to build wealth and the best chance of reaching financial freedom.

Tax and Estate

IHT, or inheritance tax, may be Britain’s most dreaded tax, but we can help make it just that bit simpler. Our goal is to make sure you don’t pay too much tax so that your family is protected, giving you peace of mind.

Retirement Planning

Whatever your retirement plans are, we want to help you get there. Having a retirement plan in place gives you the opportunity to feel more relaxed about the coming years, knowing you have more control over your finances.

Equity Release

If you’re 55 or older and want to use the equity in your home to renovate, travel, or help your children buy their first homes, equity release may be a good option for you.


Whether it’s your first home, second, or even a holiday home or commercial property, having the right mortgage is essential. We help by uncovering the best possible options for you.

Ready to see how
we’re here to help you?

Why Greenfields?

Driven by People,
Not Profits

We embrace a client-centric approach with an unwavering commitment to you, your needs, and your goals.

Award Winners

We take pride in every team member’s every achievement, and pride ourselves on winning awards such as the 2022 & 2023 CII Bournemouth Diploma in Regulated Financial Planning Award, VouchedFor Top Rated Independent Financial Adviser 2023, and VouchedFor Top Rated Independent Mortgage & Equity Release Adviser 2023.

More than Bare

We believe in going beyond the surface, diving deep into your unique financial goals, concerns, and priorities.

Experience the Greenfields Way

At Greenfields, our dedicated team of experts is here to guide you every step of the way, whatever your financial journey may be. Whether you’re looking for personalised mortgage solutions, family and financial protection, or comprehensive investment strategies, we have the expertise to tailor our services to your needs. Don’t settle for the ordinary— reach out to us today for a no-obligation consultation. Book your call now to get started on your journey to financial success. 

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