What we do2018-05-22T08:42:49+00:00

INDEPENDENT FINANCIAL ADVISERS IN NORWICH

Welcome to GreenSky Wealth. We are trusted Independent Financial Advisers offering advice on all aspects of financial planning including pensions, protection and investments. In fact, we’re Chartered Financial Planners, which 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.

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 TO YOU

  • Offer a service based on your requirements

  • Communicate in plain English, no jargon, no gibberish, no gobbledygook

  • Construct honestly charged investment portfolios tailored to your individual needs

  • Keep you up to date with your financial plan

  • Provide advice to you that is, and always will be, 100% unbiased, transparent and independent

WHAT OUR CLIENTS SAY

I’ll try to explain simply as I am a simple man. I have been professional mates with Mickey Spooner for a number of years. We used to trade together in the FX markets when we worked in The City. I also played football both against and with him.

By coincidence, over a game of Sunday morning football, Mickey explained to me his new venture. This seemed interesting as my wife had found some old pension/savings/investment plans at home and the marriage seemed made in heaven. Mickey came to the house with Bob Wilson and Andrew Crawford, we gave them various bits of paper – apparently important – and Bob took them away and did his stuff. I signed on the dotted line.

A week or so later, GreenSky called me to say ‘Binsey, you have X in your fund’. I asked them to handle It in as best way they thought and left them to it. The fund was treated as if I was one of their own. They were always keeping in contact, talking to both my wife and I in a way that we were both happy with. Emails, advice, suggestions. You name it, they did it. Just under two years on and the fund was worth a third more!

Greensky warned me of the investment risk of Brexit as I was approaching 55 but I decided to stay invested. Now that I am 55, with help from GreenSky, I took 25% of the fund tax-free and put the rest back in. The rest is now worth the same as the initial fund. Thank you Mickey, Bob, Andrew, Paul and the GreenSky Massive. The Ireland adventure is just a little closer…

David Jacobs

I am not surprised that this company has been shortlisted  for a national financial adviser award. Green Sky Wealth have been my Financial Advisers since 2013. They were initially recommended to me by my solicitor and I have been very satisfied with their service. Having become increasingly dissatisfied and disappointed with the impersonal service provided by the building society with whom I have dealt for many years, it has been a refreshing change to deal with a firm that obviously cares about its customers and provides them with a personal service.  Investments, charges and any changes proposed are fully explained and discussed with me during home visits before I agree to them. I have no hesitation in recommending this company.

Ros Hamilton-Smith

We find GreenSky Wealth very professional and friendly, helping us with very good advice when dealing with our investments. We would highly recommend them to anyone looking for guidance when choosing a financial adviser.

Paul and Pat Wymer

Bob Wilson has been our financial advisor for many years and so when he and his fellow directors formed GreenSky Wealth we moved our financial products with him to the new company. We have always found his advice to be accurate, up to date and most importantly profitable. His relaxed and friendly approach to business is complimented by an astute understanding of financial markets and products and we would not hesitate to recommend him and GreenSky Wealth to anybody searching for financial advice.

David and Caroline Clarke

Bob Wilson of GreenSky Wealth Ltd has exceeded my expectations with the service he has provided. GreenSky have improved my personal financial situation. The advice I have been given has been clear, honest, reliable and beneficial.

Mr R. West, Norwich

I’ve been using GreenSky Wealth since it virtually started and wouldn’t hesitate in recommending them to my friends and family. They always keep you well informed on your portfolio status in person and via personal email. They also offer a very comprehensive list of various financial products and explain the products very well without any hesitation.

Jamie Everson

GreenSky Wealth have been essential for me in starting my new business. Their constant availability, coupled with honest and friendly advice on pensions, tax, savings and personal finance have helped me to concentrate on building a successful 1st years business.

R King

I have no hesitation in recommending Green Sky Wealth to my clients as I have seen at first hand the excellent advice they provide. They are always so friendly and use clear language to demonstrate various options rather than technical jargon which can be difficult to comprehend. They are warm, trustworthy people who will always go beyond expectations to provide the best advice.

Martyn Benstead FCCA, Partner Stephenson Smart Chartered Accountants

I have worked with Greensky Wealth for a few years now and they are my first choice for referral of clients for Independent Financial Advice. I have always found that the advisers treat each client individually, tailoring their package to suit the clients’ specific needs. Clients have commented to me in the past that they are always spoken to in a way they understand without any fancy jargon which is extremely helpful when you are entering a new and potentially unknown world of finance. Having worked with many financial advisers in the past I am more than confident in the ability of Greensky Wealth and am impressed by their level integrity and of their friendliness towards myself and my clients.

Ann-Marie Matthews, Barker Gotelee Solicitors

I am delighted with the excellent service received from GreenSky Wealth. Their professional and honest approach is both reassuring and refreshing.

N Marsh, Barker Gotelee Solicitors

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