Who we are2018-11-30T12:09:37+00:00

WHO ARE WE? A BUNCH OF QUALITY IFAs WITH HEART!

Yes, we’re IFAs. That might put some people off. But we set up GreenSky Wealth to prove that financial advisers can be helpful, honest and genuinely put your interests first. One of the things we decided from the off was that we wouldn’t set ourselves sales targets. That way, we can focus on what’s best for you rather than what’s best for us. And it seems to be working.

GreenSky Wealth has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Being officially recognised as Chartered Financial Planners means we’ve satisfied rigorous criteria to prove that we’re committed to ethical behavior, excellent customer service and delivering best practice in everything we do. It sets us amongst the very top firms in the UK.

Our team has many years’ experience in Financial Services and is dedicated to providing a professional, honest and transparent service to our clients at all times. To back up our experience and qualifications we were proud finalists in Moneyfacts Investment Adviser of the Year Award in 2014, 2016 and 2018! Paul was also Commended (that’s like second) in the Unbiased Media Awards 2017 in the category of Young Investment Adviser of the Year Award!

Call or email us to find out more about the services we offer.

Young Financial Adviser of the Year

OUR TEAM

Andrew Crawford
Andrew CrawfordDirector/Portfolio Manager
Specialist fields: Portfolio Management/Investment. Qualifications: CII Cert Financial Planning, ACT Advanced Diploma Treasury, Risk and Corporate Finance, ICMA Diploma, J10 – Certificate in Discretionary Investment Management
Bob Wilson
Bob WilsonDirector/Independent Financial Adviser
Specialist fields: Ethical Investments, Personal and Corporate Pensions. Qualifications: Chartered Financial Planner – Advanced Diploma in Financial Planning. CII Diploma in Regulated Financial Planning. CII Financial Planning Certificate. B(Eng) Hons Degree.
Paul Holiday
Paul HolidayDirector/Independent Financial Adviser
Specialist fields: Personal and Corporate Pensions. Investments. Qualifications: CII Diploma in Financial Planning. CII Financial Planning Certificate. CF8 Long Term Care. Chartered Financial Planner – Advanced Diploma in Financial Planning
Michael Spooner
Michael SpoonerDirector/Investment Consultant
Specialist fields: Interest rate and FX Trading strategies, Macro hedging, Futures and Options, Micro Hedging, Swaps, Foreign Exchange.
Gavin Wigg
Gavin WiggParaplanner
Qualifications: BSc (Hons)
Ian Bailey
Ian BaileyParaplanner
Qualifications: BA (Hons)
Laura Jones
Laura JonesGroup Secretary