Business Details
22 Years
experience
Your Trusted Independent Financial Advisers in Gloucester
Established in 2004, Greenland Financial Planning has been delivering independent financial advice to clients across Gloucestershire for two decades. Our team of qualified professionals specialises in creating tailored financial strategies that address individual needs, with a particular focus on retirement planning, investment management, and wealth protection. With over 25 years of hands-on experience in the financial services sector, we combine local expertise with national regulatory compliance to ensure our clients receive both accessible and technically robust financial solutions. Our commitment to ongoing professional development ensures we maintain FCA-authorised status while delivering market-leading advice. We differentiate ourselves through flexible appointment scheduling, including home visits and evening consultations, supported by comprehensive annual reviews to track financial progress.Our reputation for exceptional customer service has been built through consistent delivery of clear, actionable recommendations that prioritise client interests. As an independently owned firm, we maintain no product provider affiliations, ensuring complete objectivity in our advice. Our extensive research capabilities cover the entire financial marketplace, enabling us to identify optimal solutions for diverse client circumstances. We actively engage with both individual and business clients, addressing complex financial challenges through transparent communication and evidence-based strategies. Our long-standing presence in Gloucester, combined with deep community ties, positions us to deliver financial advice that truly understands local needs.
Services
Pensions Advice
Investment Planning
Retirement Strategies
Wealth Protection
Financial Reviews
Details
- Year established: 2004
Highlights and features
- 25 years of local financial advisory experience
- FCA-authorised independent financial advisers
- Personalised financial strategies for individual needs
- Comprehensive annual financial reviews available
- Flexible home visit appointments including evenings
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional customer service
Locally based expertise
Comprehensive financial reviews
Flexible appointment options
Market-leading advice
Services
Pensions Advice
We provide comprehensive pension guidance covering open market options, drawdown strategies, and annuity advice. Our FCA-regulated specialists help clients maximise retirement income through tailored solutions. With 20 years' experience, we ensure compliance with evolving pension regulations while prioritising client financial security.
Investment Planning
Our independent investment advice focuses on tax-efficient savings and capital growth strategies. We conduct thorough market research to create diversified portfolios aligned with individual risk profiles. Regular reviews ensure investments remain on track to meet long-term financial objectives while maintaining FCA compliance.
Financial Reviews
We offer comprehensive financial health checks covering pensions, investments, and protection needs. These reviews ensure clients' financial plans remain aligned with changing life circumstances. Our objective approach identifies opportunities for improved financial outcomes through evidence-based recommendations.
Wealth Protection
Our protection services focus on safeguarding family wealth through appropriate life insurance and income protection policies. We assess individual needs to recommend suitable coverage levels. Our FCA-authorised status ensures all recommendations meet strict regulatory standards for client protection.
People
Rob Akester
Qualified Independent Financial Adviser
With over 25 years' experience in financial services, Rob established Greenland Financial Planning in 2004. A Gloucester resident since 1989, he combines local knowledge with national regulatory expertise to deliver objective financial advice tailored to individual client needs.
Questions
What financial services do you specialise in?
We specialise in pensions advice, investment planning, retirement strategies, and wealth protection solutions tailored to individual circumstances.
Are your financial advisers qualified?
Yes, our team includes FCA-authorised and qualified independent financial advisers with over 25 years' combined experience.
Do you offer home visits?
Yes, we provide flexible appointment options including home visits during evenings and weekends for client convenience.
How are your services charged?
We offer free initial consultations with no obligation. Our fee structure is transparent and discussed openly before any service commencement.
What areas do you cover?
Primarily serving Gloucestershire, with a particular focus on Gloucester and surrounding areas including Barnwood.
How can I register a complaint?
Contact us directly via phone or email, or escalate to the Financial Ombudsman Service if unresolved within our internal process.
