Greenfields Financial Management Limited
Greenfields Farm
Lytchett Matravers
Poole
BH16 6BU
Greenfields Financial Management Limited uses a secure digital portal to onboard and communicate with their clients to ensure the security of your data.
Onboard NowGreenfields is currently trusted by over 300 Dorset families, and has worked with hundreds more since opening its doors in 1987. We started due to a genuine interest in financial planning matched by an equal interest in helping people, so it felt natural to combine the two. Over 35 years later, we’re still here, proving that people skills really do count as much as financial skills!
Our carefully-selected team shares in the passion and ethics of the business. As we work on salary rather than based on commissions and bonuses, you can trust you’ll be treated as a person, not a sale or a number.
Greenfields Financial Management Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 152689 at www.register.fca.org.uk
Greenfields Financial Management Limited, Registered in England No. 04205783. Registered Office: Greenfields Farm, Lytchett Matravers, Poole, Dorset, BH16 6BU.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
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