At Greenfields, we do things differently. We’re not just financial advisers; we’re lifestyle financial planners who put you at the heart of every decision.
Based in the coastal town of Poole, Dorset, we’re proud to be one of the region’s leading firms helping individuals and families shape their financial futures around what truly matters to them.
We believe financial planning should be empowering, not overwhelming. That’s why we focus on your life goals first, then build a financial strategy to support them. Whether it’s early retirement, travel, legacy planning, or simply peace of mind, we’re here to help you make confident, informed choices with your money.
Your financial strategy should reflect your aspirations. We help you align your money with your life goals, so every decision supports the future you’re working towards.
As independent planners, we’re not tied to any products or providers. That means our advice is always tailored, transparent, and in your best interest.
We believe in making financial planning simple, engaging, and empowering. You’ll gain a clear understanding of your options, so you can make confident decisions with your wealth.
We’re here for the journey. As your life evolves, so will your financial plan, and we’ll be by your side every step of the way.
Financial planning isn’t just about numbers; it’s about creating a life you love. At Greenfields, we help you turn possibility into reality, with a personalised plan that supports your lifestyle, values, and ambitions.
Running a business is a journey filled with ambition, resilience, and reward, but it can also be demanding and complex. At Greenfields Financial Management, we help business owners align their financial strategy with the life they want to lead, both now and in the future.
You’ve invested years of energy and commitment into building your business. Our role is to ensure that investment delivers the lifestyle, freedom, and security you deserve.
Our clients benefit from:
Through our distinctive lifestyle financial planning process and behavioural coaching, we help you:
We’re here to help you answer the questions that matter most:
At Greenfields, we believe your business should be a vehicle for living the life you truly want, not just a source of income. Let’s build a financial plan that reflects your values, supports your ambitions, and gives you the freedom to choose your future with confidence.
As a senior professional, your time is precious and often pulled in multiple directions. Between career demands, family responsibilities, and personal aspirations, it’s easy for financial planning to fall to the bottom of the list.
At Greenfields Financial Management, we help you take control of your financial future so you can make work optional, and life intentional.
Our clients come to us seeking:
Using our tailored lifestyle financial planning process and behavioural coaching, we help you:
We’re here to help you answer the questions that matter most:
At Greenfields, we believe financial planning isn’t just about numbers, it’s about enabling choices. Let’s create a plan that gives you the confidence to live life on your terms.
At Greenfields Financial Management, we believe that a fulfilling retirement starts with more than just numbers , it begins with clarity, purpose, and peace of mind.
Our structured approach helps you build a retirement that reflects your values and supports your lifestyle. We call it a GROW™ Retirement, built around four essential elements:
Through our lifestyle financial planning process and ongoing support, we help you see what’s possible , and give you the tools to make it happen.
Let’s build a retirement that’s not just financially sound but personally rewarding. One that grows with you.
At Greenfields Financial Management, we work in partnership with solicitors, accountants, and other trusted professionals to deliver joined-up financial solutions for clients facing complex life transitions.
We understand that your clients rely on you for expert guidance, but sometimes, their needs extend beyond your specialist area. That’s where we come in.
We provide lifestyle-led financial planning and wealth management for clients who:
More specifically, we support individuals who:
Our collaborative approach ensures your clients receive holistic advice that complements your own expertise. Through our structured financial planning process and behavioural coaching, we help them gain clarity, confidence, and control , empowering them to make informed decisions that support their lifestyle and long-term ambitions.
Let’s work together to deliver meaningful outcomes for your clients , and help them live life with purpose and financial peace of mind.
