Business Details
22 Years
experience
Independent Financial Adviser in Gloucester
Established in 2004, Greenland Financial Planning has been delivering independent financial advice to clients across Gloucestershire for two decades. Our commitment to excellence is underpinned by extensive market research and tailored recommendations designed to meet individual financial objectives. With over 25 years of face-to-face advisory experience, we specialise in pensions, investments, and protection planning while maintaining FCA authorisation for regulatory assurance.Our locally-based team offers flexible appointment options including evening visits to client homes, supported by ongoing annual reviews to ensure financial strategies remain aligned with evolving goals. We prioritise transparent communication through multiple channels while maintaining membership with leading financial organisations to secure competitive transaction terms for clients.
Services
Pensions
Investments
Protection
Retirement Planning
Life Insurance
Income Protection
Details
- Year established: 2004
Highlights and features
- 25+ years of local financial advisory experience
- FCA-authorised and regulated financial professionals
- Free no-obligation initial financial consultations
- Flexible evening home appointment availability
- Ongoing annual financial plan reviews
Associations and certifications
- Financial Conduct Authority
What people say
Highest standards
Friendly chat
Real choice
Extensive research
Competitive terms
Services
Pensions
We provide comprehensive pension advice including open market options, drawdown strategies, and annuity solutions. Our FCA-authorised advisors help maximise retirement income through tailored pension consolidation and tax-efficient planning. With 20 years' experience, we specialise in creating sustainable income streams for clients approaching retirement.
Investments
Our investment services focus on capital growth and income generation through diversified portfolio strategies. We conduct extensive market research to recommend suitable investment vehicles aligned with risk profiles. Clients benefit from regular portfolio reviews and tax-efficient savings structures to optimise long-term wealth accumulation.
Protection
We offer life insurance and income protection solutions to safeguard family wealth against unforeseen circumstances. Our approach combines risk assessment with policy comparison across leading providers. We ensure appropriate coverage levels while maintaining affordability through competitive market terms.
Retirement Planning
Our retirement planning service integrates pension management, investment strategies, and tax planning to create sustainable income solutions. We help clients navigate complex retirement options including phased withdrawals and estate planning. Regular reviews ensure plans adapt to changing personal circumstances and regulatory environments.
Life Insurance
We provide term and whole-of-life insurance solutions to protect dependants against financial hardship. Our advisors assess individual needs to recommend appropriate coverage levels and policy types. We access competitive rates through major insurers while ensuring clear policy terms and conditions for clients.
People
Rob Akester
Qualified Independent Financial Adviser
Rob Akester established Greenland Financial Planning 20 years ago after qualifying as an independent financial adviser. With over 25 years' experience, he provides face-to-face financial guidance to Gloucestershire residents, combining local knowledge with professional expertise to deliver tailored financial solutions.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, life insurance, income protection, and retirement planning. Our FCA-authorised advisors provide tailored financial solutions for individuals and businesses across Gloucestershire.
Are initial consultations free?
Yes, all initial financial review meetings are free of charge and without obligation. This allows us to discuss your financial goals and determine how we can help without any upfront commitment.
Can I get home visits?
Yes, we offer flexible appointment options including evening visits to client homes. This convenient service ensures you can receive financial advice in your preferred environment at suitable times.
How are you regulated?
Greenland Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA reference 810955). This ensures we maintain professional standards and client protections as required by UK financial regulations.
What areas do you cover?
We primarily serve clients throughout Gloucestershire from our Barnwood office. Our local expertise combined with flexible appointment options enables us to assist clients across the county effectively.
How do you charge for services?
Our initial consultations are free. We operate transparent fee structures for ongoing services, which we'll explain clearly before commencing any work. Charges depend on the complexity and scope of financial advice required.
