call us now 03330 150335
call us now 03330 150335
An adviser will help you avoid emotional pitfalls like selling investments in panic or chasing short-term trends and instead keep you focused on the bigger picture. Research shows that this behavioural coaching alone can add meaningful long-term value, while advice around tax planning, pensions and inheritance can help you keep more of what you earn. Over time, people with advisers tend to save more, retire earlier and feel more secure about their financial future. But beyond the numbers, advice offers something deeper: the comfort of a long-term relationship with a professional who understands your values, supports your decisions, and helps you navigate life’s changes with confidence and peace of mind.
As a certified B Corp and independent financial planning firm, we combine the rigour of regulated advice with a genuine commitment to sustainability, transparency and impact. At Greenspace, we believe that good advice should do more than grow your wealth. It should also reflect what matters most to you and empowers you to contribute positively to the world. As a certified B Corp and independent financial planning firm, we combine the rigour of regulated advice with a genuine commitment to sustainability, transparency and impact.
We might also refer you to other industry specialists if we think their expertise will be of greater value to you. In most cases, we then continue working with you to ensure that everything remains suitable as your life and objectives change, and the world changes over time. Our advice is provided with your values, your concerns, your objectives and your future in mind. We provide advice on an Initial and an Ongoing basis.
Our process includes:
We then take care of the details - from paperwork and provider transfers to setting up your chosen investment solution. We charge a one-off fee for our initial advice. This is agreed in advance and can usually be facilitated by the provider (meaning you do not receive a bill). Fees for initial advice are based on a percentage, fixed, or hourly rate depending on the situation. In certain circumstances we will reduce or waive our initial advice fee entirely as part of our commitment to the B Corp standards.
We offer three levels of ongoing advice to suit different needs. Your adviser will explain and select the appropriate service level based on the complexity of the advice you require. The cost of our ongoing service ranges from 0.5% to 0.75%, to 1% p/a of the value of the investments that we advise on. This means we are true partners in the outcome of our ongoing service. We grow as your investment and impact grow.
All our ongoing services are based on annual reviews of the most recent advice, ensuring we understand your up-to-date objectives and situation, and ensure they remain matched to suitable legislative, regulatory and market solutions. Across all service levels, we handle the administration, communicate clearly, and are available throughout the year to answer questions and provide information.
Greenspace Sustainable Financial Planning Ltd, Cams Hall, Fareham, Hampshire, PO16 8AB
Greenspace Sustainable Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
FCA number: 927943
Registered in England and Wales: 12466201.
Registered office: 132A Bournemouth Road, Chandler’s Ford, Eastleigh, SO53 3AL
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
