Your local no fuss financial planners

Friendly, independent financial advisers based in Norwich

We are a friendly team of Independent Financial Advisers offering advice on all aspects of financial planning including pensions, protection and investments.

We’re Chartered Financial Planners. That means we’ve been recognised as amongst the best in the country at what we do.

Based in Norwich, Norfolk, we advise both individuals and businesses and pride ourselves on being an ethical investment company. With us, there will be no conflicts of interest and no nasty hidden charges. Simply honest and truly independent financial advice, the way it should be.

No fuss. No confusing jargon.

Plain English. Plain helpful

That’s how one of our clients described our service. And we think it sums us up nicely. We’re here to prove that financial advisers can offer a great quality, fair and transparent service. We love what we do. We also love…

Getting to know our clients and providing the highest level of service to every single one

Keeping the ongoing costs of your investments to a minimum

Producing superior returns through portfolios tailored to each client’s individual needs.

If you’re interested in receiving 100% unbiased advice, please contact us to chat with one of our lovely IFAs. No strings attached. But if you’re still considering your options, you might like to read our handy tips on how to find a great financial adviser.

Get in touch

Our promises

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We will offer a service based on your requirements

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We will communicate in plain English, no jargon, no gibberish, no gobbledygook

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We will construct honestly charged investment portfolios tailored to your individual needs

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We will keep you up to date with your financial plan

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We will provide advice that is, and always will be, 100% unbiased, transparent and independent

Our Services

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Investments

Pensions

Protection

Introducing
MyGreenSky

A clear, uncomplicated view of your finances in one place. Track your investments, savings, pensions, insurances, bank accounts and more directly from our app.

Find out more

What our clients say

care and professionalism

GreenSky Wealth has given me confidence that my investments are being managed with care and professionalism.

Rosie Vidovix

house move

Bob Wilson has been a tremendous help to my wife and I, especially during the last year when a long drawn-out house move threatened our finances. Bob patiently explained our options, and then swiftly solved our problem. He’s been truly invaluable.

Andrew Graver

wish i’d moved sooner

GreenSky have only been looking after my pension for a couple of years, and I was a little nervous about moving away from my company pension scheme. My only regret now is I wish I’d moved to GreenSky a lot earlier than I did.

Paul Spicer

great group of people

Great group of people that have your best interest at all time.

Scott Goodwin

best interest at heart

I have been with GreenSky Wealth since about 2010. During that time, they have never done anything other than provide me with excellent service. Unlike some other more hyped companies, I have always felt that they have had my best interest (rather than their own) as the basis for all the investment decisions that have been taken. They do not “go missing ” when times and markets go through tough situations, and I feel confident in their investment strategy. The fact that they are always easily contacted gives me full confidence in their service, which is definitely personal rather than the faceless efforts of some more familiar names.

Alec Martin

Colin Howard

Very personal, very efficient and super advice.

Colin Howard

A Happy Client

Not being financially literate when it comes to investments, I value Greensky’s quiet expertise in managing my money and the friendly approachability that comes with a smaller company.

A Happy Client

Damian Langton

GreenSky have always been happy to help and assist me with any questions or queries I’ve had. I’ve always received good communication from them and I’m happy with the way they manage my investments and pension. I would highly recommend GreenSky to other people.

Damian Langton

A Happy Client

I have been a client of GreenSky Wealth for more than 10 years. During this time, I have always felt that my best interests are high on their list of priorities, unlike some other investment companies. Even in difficult times, they have always made clear their reasons for investment strategy, and have always been available to discuss any concerns I might have. Finally, speedy actions to any investment or withdrawal requests I have made.

A Happy Client

Ed Flack

I would recommend (and have) GreenSky to anybody. They are very approachable and are happy to give advice in the first instance and then follow it up with excellent customer service as well as a great track record.