Our Testimonials
‘Toby explained everything very clearly and in a relaxed but professional atmosphere that made it easy for us to ask questions’
‘Toby has helped me to fully understand the advantages and disadvantages of my objective to minimise IHT liability. He provided a very professional and personable response to my questions.’
‘Once contact was made, Toby has been amazing. Excellent communication and in the discovery meeting really helped me to work through what I wanted exactly. Despite my lack of knowledge in some areas, he worked with me to come to a solution, rather than dictate what is needed. He also used the information provided to provide overall security for me and my partner, not just what to do with the funds I have. I feel I have been given the time and information needed to make the decisions required and I would recommend Toby very highly.’
‘I thoroughly enjoyed my initial discovery time with Toby, who went to great lengths to listen, understand and talk through my short, mid and long-term financial needs. Articulate and professional at all times, with a sense of clarity and the ability to ensure I understood at all times.’
‘Following thorough requirement and fact finding meetings, Toby put together a clear and concise tax efficient plan for future pension/investment drawdowns whilst being mindful of income tax and future inheritance tax. I have found Toby to be a pleasure to deal with, He is very courteous, great listener and very professional.’
Toby
‘I thoroughly enjoyed my initial discovery time with Toby, who went to great lengths to listen, understand and talk through my short, mid and long-term financial needs. Articulate and professional at all times, with a sense of clarity and the ability to ensure I understood at all times.’
‘Toby has helped me to fully understand the advantages and disadvantages of my objective to minimise IHT liability. He provided a very professional and personable response to my questions.’
‘Toby explained everything very clearly and in a relaxed but professional atmosphere that made it easy for us to ask questions’
‘Following thorough requirement and fact finding meetings, Toby put together a clear and concise tax efficient plan for future pension/investment drawdowns whilst being mindful of income tax and future inheritance tax. I have found Toby to be a pleasure to deal with, He is very courteous, great listener and very professional.’
‘Once contact was made, Toby has been amazing. Excellent communication and in the discovery meeting really helped me to work through what I wanted exactly. Despite my lack of knowledge in some areas, he worked with me to come to a solution, rather than dictate what is needed. He also used the information provided to provide overall security for me and my partner, not just what to do with the funds I have. I feel I have been given the time and information needed to make the decisions required and I would recommend Toby very highly.’
Ian
‘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.’
Justin
‘Justin was brilliant! He perceived with our mortgage provider and was always on hand by either email or phone call to put our minds at rest throughout the process of swapping our product.’
‘Justin provided invaluable help and advice in navigating current mortgage options and the best product to suit my circumstances.’
‘Justin helped a lot with my case as he found the right product for me and helped me throughout the process taking great care all of the details.’
‘He has enabled me to keep my house which was my primary concern. He gave me hope when I had none and made hope turn into a reality There are no words to express my gratitude and I will always remember extremely highly.’
‘Extensively researched and brought back the best options available to us for mortgages. Negotiated on our behalf, given us excellent advice on best approach and also re-ran affordability tests and chased banks for us. Insurance wise Justin really helped us understand what cover we needed to think about and also signposted us to solicitors for sorting out related items i.e. wills & legal paperwork.’
Get Started With Your
Financial Partners
Getting started on your financial planning journey doesn’t have to be a difficult and overwhelming process. At Greenfields Financial Management, we aim to make it as simple as possible while allowing you to receive the personalised and dedicated service that you deserve.
Whether that’s planning for retirement – tomorrow or today – our experienced and knowledgeable team truly listens and cares about you and your financial future. When nothing short of tailored expert service will do, book your call with Greenfields Financial Management today.
