Greenfields Financial Management

Greenfields Financial Management provides independent financial advice tailored to individual client needs. They focus on long-term relationships to assist clients in achieving their financial and lifestyle goals.
  • Mortgages
  • Equity Release
  • Retirement Planning
  • Savings & Investments
  • Tax & Estate Planning
  • Lifestyle Financial Planning
  • Family & Financial Protection

Size
Small
Phone
01258 857101
Email
Available in Endole App
Locations
Greenfields Farm, Loop Farm Rd, BH16 6BU
01258857101
Digital Popularity
Popularity over time
Social Media
Competitors
One Four Nine Wealth
One Four Nine Wealth is an independent financial advice and investment management firm dedicated to empowering clients across the UK with exceptional financial planning services.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Greenfields Financial Management is operated by Greenfields Financial Management Limited and is a Active company incorporated on 25 April 2001 with the registered office located in Poole, Dorset. Greenfields Financial Management Limited was registered 24 years ago.

Status
Active
Size
Micro
Directors
2
Age
24 years old
Employees
10
Turnover
Unreported
Total Assets
£148.28K
Cash in Bank
£20.61K
Total Liabilities
-£133.4K

Director • PSC • Independant Financial Advisor • British • Lives in England • Born in Nov 1947
Secretary • PSC • British • Lives in England • Born in Apr 1939
Teams
All
4
Consulting
2
Finance
2
Support
1
Other
1
Administrator
Senior Mortgage Administrator. • Joined Mar 2025
Independent Financial Advisor • Joined Aug 2021
Paraplanner • Joined Oct 2023
Independent Financial Advisor • Joined Aug 2021
Paraplanner • Joined Oct 2023
Independent Financial Advisor • Joined Aug 2021
Paraplanner • Joined Oct 2023
Administrator
Senior Mortgage Administrator. • Joined Mar 2025