Currently open as usual for in person appointments

Your local no fuss financial planners

Friendly, independent financial advisers based in Norwich

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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

Investments

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Pensions

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Protection

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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

Richard Normington

Highly recommend – the team at GreenSky always provide a first class service with top class products.

Richard Normington

Danny Martin

These guys are honest and personable, very easy to talk with and they explain everything in simple terms that all can understand and follow.

Danny Martin

Arvind Agrawal

A WYSIWYG company – honest, transparent, smart and always working with your interests in mind. Above all, always there when you need them.

Arvind Agrawal

All Testimonials

Latest Blog Articles

pensions

2023 Spring Budget Overview

by | March 21, 2023 | Finance Matters, Personal finance | 0 Comments

The much-anticipated Spring Budget announcement has left many trying to untangle what it all means for their bank balance. Jeremy Hunt revealed the government’s plans on the 15th March, billing it as a ‘Budget for Growth’. It suggests that there are still tough times...
Why Aren't You Taking financial Advice?

Why Aren’t You Taking Financial Advice?

by | September 20, 2022 | Personal finance | 0 Comments

There seems to be a common misconception that getting financial advice is expensive. Having an IFA is a luxury reserved for those with bucket loads of cash, a huge pension pot and a whole property portfolio in their armoury. Being too expensive is just one of the...
Preparing for the 2021/22 tax year

Preparing your finances for the new tax year

by | March 21, 2022 | Advice for businesses, Personal finance | 0 Comments

The new tax year is fast approaching – let’s make it your best yet. Here at GreenSky, we’re looking forward to getting you prepared for the new year. No, we’re not going to book you a cab and buy you Prosecco – we don’t mean that new year. We’re all about 6th April,...
an increasing bar chart with red arrow highlighting the increase

What Does High Inflation Mean For Me?

by | March 1, 2022 | Finance Matters, Investments, Personal finance | 0 Comments

We’re sure you’ve already heard all about inflation in the UK. After all, it’s been one of the biggest topics in the news over the past few weeks. While many of you will understand what inflation means, we’re sure, it can be hard to figure out what high inflation will...

Environmental, Social and Governance 101: What is ESG Investing?

by | November 22, 2021 | Ethical investments, Investments | 0 Comments

Given all the recent headlines about COP26, we thought we’d talk about one way you can help support a move towards a more sustainable future. ESG investing, which stands for Environmental, Social and Governance, is a style of investing which focuses on different...
image shows a young man looking at steadily increasing piles of pound coins

Why You Should Start Saving Into Your Pension Early

by | June 9, 2021 | Pensions | 0 Comments

Here’s the thing. We know you all know how important pensions are. We’ve written about it before on this blog. Lots of other clever people are talking about it. So, we know that it’s something that many people, even young people, are very aware of. However, we’ve had...
Saving for future generations

Saving for Future Generations: ISAs, LISAs and JISAs

by | March 16, 2021 | Investments, Pensions, Personal finance, Saving | 0 Comments

Saving for the future is an essential part of financial planning. It’s basically the whole reason we do it. Whether it’s saving for your first house, to top up a pension, or to leave something for your children – having financial goals for the future is why we pay...
Lasting Powers of Attorney (LPAs) and Investments: The Regulations

Lasting Powers of Attorney (LPAs) and Investments: The Regulations

by | February 1, 2021 | Estate planning, Investments | 0 Comments

Here’s another guest post from Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. In this article, she’ll be covering how an attorney under a Lasting Power of Attorney (LPA) has to manage the investments of the person they’re acting for. It’s important stuff,...
What Happens to Your State Pension When You Die?

What Happens to Your State Pension When You Die?

by | January 20, 2021 | Estate planning, Pensions | 0 Comments

Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. Today, she’ll be going over what happens to your state pension when you die, and how you can claim state pension if your spouse has died.   The first thing to remind you of here is that there are actually...
Trusts: When Might You Choose to Establish One?

Trusts: When Might You Choose to Establish One?

by | January 6, 2021 | Estate planning, Inheritance Tax, Personal finance | 0 Comments

Here at Greensky Wealth, we’ve been working closely with other professionals to make sure we offer our customers a full range of legal and financial support. We’ve partnered with Ann-Marie Matthews, Associate Solicitor at Barker Gotelee, who’s written a series of...