Greenland Financial Planning

Passionate about financial well-being in Gloucestershire

Greenland Financial Planning Ltd has been providing independent financial advice to clients across Gloucestershire since 2004. Led by qualified Independent Financial Adviser Rob Akester, our mission is to empower individuals and families to achieve their financial goals through tailored financial plans and exceptional customer service.

Our Expertise

We offer a comprehensive range of financial services designed to meet the unique needs of each client. These include:

**1. Pensions & Investments

• Maximizing pension plans through open market option strategies and drawdown planning
• Creating and reviewing investment portfolios for optimal growth and diversification
• Providing guidance on lifetime planning and annuity options

**2. Life Insurance & Income Protection

• Finding the right life insurance coverage to protect loved ones in the event of death
• Reviewing and advising on income protection plans to address potential financial challenges

**3. Retirement Planning

• Developing personalized plans for a secure and comfortable retirement
• Guiding clients through the complexities of pension regulations
• Providing expert advice on maximizing state benefits and private savings

**4. Protection & Savings

• Reviewing existing financial arrangements and identifying potential gaps
• Developing strategies to reduce debt and build financial security
• Providing guidance on saving plans and budgeting effectively

**5. Financial Reviews & Planning

• Comprehensive assessments of financial situations and goals
• Regular reviews to track progress and make necessary adjustments to plans
• Tailored plans designed to evolve with your changing needs and aspirations

Individual Attention & Commitment

At Greenland Financial Planning Ltd, we believe in building strong client relationships based on trust and open communication. Our dedicated team works collaboratively to understand your unique circumstances, goals, and anxieties to deliver tailored solutions. We are committed to providing:

• Unbiased advice: We are driven by your best interests, not sales targets.
• Personalized attention: We treat each client as an individual, tailoring our approach to your unique needs.
• Accessibility: Evening appointments at your home are available for your convenience.
• Transparency: We clearly explain all fees and charges associated with our services.

Get started today

For a free and confidential consultation, contact Greenland Financial Planning Ltd and let us help you achieve your financial goals.