At Greenland Financial Planning Ltd, we have been providing independent financial advice to our clients in Gloucestershire since 2004. Our team, led by Rob Akester, a qualified Independent Financial Adviser, has been providing face-to-face financial advice to clients throughout Gloucestershire for over 25 years. We pride ourselves on offering exceptional customer service, treating each client as an individual, and providing unbiased financial advice.
Our Services
We offer a wide range of financial services, including:
- Protection: Life insurance, income protection, and critical illness cover to ensure that our clients and their families are protected in the event of unexpected events.
- Savings and Investments: Helping clients to make the most of their savings and investments, including ISAs, pensions, and investment portfolios.
- Pensions: Providing advice on pension planning, including pension drawdown, impaired life and enhanced annuity advice, and the Open Market Option.
- Retirement Planning: Helping clients to plan for a comfortable retirement, including pension income and investment advice.
Why Choose Us
We are committed to providing the highest standards of unbiased independent financial advice. Our services are tailored to each client's individual needs and goals. We have been praised by our customers for our exceptional customer service, and we are proud to have received awards and recognition from leading financial organizations.
Our Philosophy
Our philosophy is simple: we believe that every client deserves sound, unbiased financial advice that helps them to achieve their goals. We achieve this by undertaking extensive research of the whole marketplace, providing clear financial recommendations, and offering regular reviews to ensure that our clients' financial plans remain on track.
Get in Touch
If you would like to know more about how we can help you, please do not hesitate to contact us. We would be delighted to arrange a free, no-obligation consultation at a time and location that suits you.
Contact Us
Address: 52 Lilliesfield Avenue, Barnwood, Gloucester, GL3 3AH
Telephone: 01452 619512
Email: greenlandfp@aol.com
Regulatory Information
Greenland Financial Planning Ltd is registered in England and Wales, company number 5133671. Our trading office is located at 52 Lilliesfield Avenue, Barnwood, Gloucester, GL3 3AH. We are Authorised and regulated by the Financial Conduct Authority, FCA ref. 810955. If you wish to register a complaint, please contact us in writing or via phone. A summary of our internal complaints handling procedures is available on request.
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