Greenfields Financial Management Ltd - Poole

Address: Greenfields Farm, Loop Farm Rd, Lytchett Matravers, Poole BH16 6BU, United Kingdom.
Phone: 1258857101.
Website: greenfields.biz.
Specialties: Financial consultant, Financial planner, Tax consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Greenfields Financial Management Ltd

1258857101

Greenfields Financial Management Ltd is a financial consulting firm located at Greenfields Farm, Loop Farm Rd, Lytchett Matravers, Poole BH16 6BU, United Kingdom. The company can be reached via telephone at 1258857101 or through their website greenfields.biz.

Greenfields Financial Management Ltd specializes in financial consulting, financial planning, and tax consulting. They offer a variety of services to meet the unique needs of their clients. These services include online appointments, on-site services, and wheelchair-accessible facilities, such as a car park and toilet.

With 24 reviews on Google My Business, Greenfields Financial Management Ltd has established a strong reputation in the industry. The company has an impressive average opinion of 4.9/5, demonstrating their commitment to providing high-quality services to their clients.

The company's location at Greenfields Farm provides a peaceful and private setting for clients to discuss their financial needs and goals. The rural setting is easily accessible by car, and the on-site facilities are wheelchair-accessible, making it easy for clients with mobility issues to visit the office.

For those who prefer to conduct their business online, Greenfields Financial Management Ltd offers online appointments. This allows clients to schedule appointments at a time that is convenient for them, without the need to travel to the office.

The company's specialties in financial consulting, financial planning, and tax consulting make them a one-stop-shop for all of their clients' financial needs. Their team of experts is dedicated to helping clients achieve their financial goals, whether it be saving for retirement, reducing taxes, or managing investments.

Overall, Greenfields Financial Management Ltd is an excellent choice for those seeking financial consulting services. Their rural location, wheelchair-accessible facilities, and online appointment options make them accessible to a wide range of clients. Their strong reputation, demonstrated by their impressive average opinion on Google My Business, speaks to their commitment to providing high-quality services.

If you are looking for financial consulting services, Greenfields Financial Management Ltd is definitely worth considering. Contact them today through their website greenfields.biz to schedule an appointment and take the first step towards achieving your financial goals.

Reviews of Greenfields Financial Management Ltd

Greenfields Financial Management Ltd - Poole

Martin Hosker

5/5

We have been with Greenfields for 25 years plus, therefore had long term investment strategy's with them. Over this time Greenfields have taken a flexible approach to our life circumstances/needs and made the relevant recommendations to suit our goals at the various times of life.

These investments have allowed both my wife and I to retire early with good a income (58 & 61).

I would highly recommend Greenfields to anyone who wishes to plan and invest for their future.

Martin & Anne

Dorothy Leamon

5/5

My husband and I have been with Greenfields a number of years and have always found them knowledgeable, efficient, helpful and all the team a pleasant bunch. We consider them a first class company and would (and have) recommended them to others.

Neil Thomas

5/5

Ian and his team at Greenfields Financial Management Ltd have been looking after various of my financial affairs (pensions, mortgages, etc.) for a very long time and have always done so with care, with clear and concise explanations and finally with good humour and a kind heart.
They are all very nice people and clearly care about their work and doing the best for their clients.
I am very certain that I am far from being one of their wealthiest clients but that makes no difference in how either I or my finances are treated.
I highly recommend Greenfields Financial Management, Ian and the team.

Dave Hassall

5/5

In the past I dealt with Financial Advisers, my investments did nothing and my FA got rich. Since using Greenfields from way back in 2008 my investments have grown through their careful management. So much better when their prosperity is directly related to yours. The transition over time from Ian (still there) and now Toby has been seamless. I cannot speak highly enough of them, Shame Google doesn't allow 6 stars, or upgrade to platinum not gold. You will not go wrong if you engage their services.

Noel Beavis

5/5

I have full confidence that Toby, Ian and team have asked the questions required to understand my financial goals and aspirations, and that they will provide guidance to suit, presenting the options available, always with my best interests at heart. Thoroughly satisfied and I wouldn’t hesitate to recommend Greenfields in future.

Jill Evans

5/5

Found the whole team extremely professional. Explained things very clearly. Thanks for helping us.

Robert Axten

5/5

My wife and I have been with Greenfields for more than 25 years and have had nothing but sound advice and friendly service. Would happily recommend them.

John Boucher

5/5

I've had my money invested with Greenfields for a good number of years now and I've never looked back. I always recommend their services when I can.