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GreenSky Wealth

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GreenSky Wealth provides independent financial advice for individuals and businesses. With us it's simply honest and truly independent financial advice.

With us there'll be no conflicts of interest and no nasty hidden charges. Simply honest and truly independent financial advice. The way it should be. We offer advice on all aspects of financial planning including pensions, protection and investments. Based in Norwich, Norfolk, but working with clients across the UK, we pride ourselves on being an ethical investment company. We like to talk to our customers in plain English and we're working hard to make sure everyone has a better understanding of their finances. On this page you'll find lots of information, help and advice to steer you through the sometimes complicated world of finance and investments so you can make the most of what you've got. GreenSky Wealth Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 629624. Registered in England and Wales, Company No. 07103441. The information on this page is based on legislation at the time of writing and can change. Decisions should not be taken based solely on the content of this page and individual advice should be sought first. The content of this page is targeted at UK consumers. We are not responsible for the content of external links.

27/10/2026

As we get ever-closer to the Autumn Budget, we're seeing plenty of headlines about what the Chancellor could, might or may change

Some of those stories may ultimately prove accurate. Others won't.

The problem comes when speculation encourages people to make significant, and potentially irreversible, financial decisions before we actually know what's changing.

Taking money out of a pension, selling investments or changing a long-term financial plan shouldn't generally be a knee-jerk response to a newspaper headline.

Sometimes the right decision will be to act. Sometimes it will be to do absolutely nothing. The important thing is making that decision based on your circumstances and the facts, not the rumour.

If you're concerned about something you've read ahead of the Budget, speak to your financial adviser before making changes.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

22/10/2026

Here are our Directors.

When they set up GreenSky Wealth, they decided that they wouldn’t set themselves sales targets. That way, they can focus on what’s best for you rather than what’s best for them, or the business. This has remained the case for all the subsequent team members who’ve joined them.

We always try to do the right thing by our customers, and always will.

20/10/2026

Planning to leave your pension to your family? The rules are changing.

For many people, pensions haven't just been a way of funding retirement. They've also formed part of their wider estate planning. But from 6 April 2027, the rules change.

Most unused pension funds and pension death benefits will be brought within the value of your estate when calculating Inheritance Tax.

That doesn't mean everyone with a pension will suddenly have an Inheritance Tax bill. HMRC expects most estates still won't pay IHT after the change.

But for some families, it could have a significant impact – and it may change the role a pension plays within their wider financial and estate planning.

With the new rules now less than a year away, this could be a sensible time to review your plans rather than waiting until April.

If you're unsure, GreenSky Wealth can help you look at the bigger picture.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested. A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.

15/10/2026

Life's too short for regrets...

13/10/2026

How long could your savings cover the unexpected?

A broken boiler. An unexpected car repair. A period without work.

None of us particularly likes thinking about life's financial surprises, but having some money set aside can make them considerably less stressful when they happen.

A commonly suggested target is eventually having enough accessible savings to cover around three to six months of your essential outgoings.

That might sound daunting, particularly if you're starting from zero. But don't let the target stop you from starting.

£500 is more useful than £0. One month's expenses are better than none. And putting away a manageable amount regularly can gradually build a valuable financial safety net.

Financial planning isn't only about growing your money. It's also about being prepared for the unexpected.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

08/10/2026

It's easy to think financial planning starts with numbers.

🟢 How much is in your pension?
🟢 How are your investments performing?
🟢 How much are you saving?

But we'd argue there's a more important question to answer first: What do you actually want your money to help you achieve?

Perhaps you'd like to retire a little earlier. Help your children onto the property ladder. Travel more. Reduce your working hours. Pay off the mortgage. Or simply know that you and your family are financially secure.

Once you know where you want to get to, you can start building a financial plan designed to help you get there.

Good financial planning shouldn’t be about money for money's sake. It's about what that money allows you to do.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.

06/10/2026

Do you know what your money is invested in?

It's Good Money Week, an opportunity to think about the impact our money can have – not just on our own future, but on the world around us.

For some investors, financial performance is only part of the picture. You might also care about the industries and businesses your money supports, or want your investments to better reflect your own priorities and values.

The good news is that there are increasingly more options available for people who want to consider environmental, social or ethical factors when investing. But, as with any investment decision, it's important to look beyond the label.

Your investments still need to be appropriate for your goals, your circumstances and the level of risk you're comfortable taking.

So, do you know where your money is invested – and are you comfortable with it?

GreenSky Wealth can help you understand your investments and make informed choices about what's right for you.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

29/09/2026

Today it's Paul Holiday's turn for a little shout out...

24/09/2026

AI can be cheaper. But cheaper isn’t always the same as better value.

AI is changing the way we do all sorts of things, including how we research our finances and investments. And that's not necessarily a bad thing.

The FCA acknowledges that AI tools can be useful for summarising complicated information, explaining financial concepts and making investment research quicker.

But there's an important distinction.

General-purpose AI tools aren't specifically designed to make investment decisions for you – and they don't provide regulated financial advice.

Good financial advice isn't simply about choosing an investment fund. It's also about understanding you.

Your pensions. Your investments. Your tax position. Your protection. Your plans for retirement. Your family. Your attitude to risk. And what you're ultimately trying to achieve with your money.

It's also about having someone there when circumstances change, or when markets become uncomfortable and you're wondering whether you should change course.

Technology can be a brilliant tool. But there's still real value in having a human being who understands the bigger picture.

At GreenSky Wealth, that's exactly what financial advice is about.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

22/09/2026

It’s UK Savings Week, a good reminder that building your savings doesn’t necessarily mean finding huge amounts of spare money every month. Often, it starts with creating a habit.

✨ Our top tip? PAY YOURSELF FIRST

Rather than waiting until the end of the month and saving whatever happens to be left, consider setting up a regular transfer into your savings for shortly after payday.

It could be £10, £50, £100 or whatever is realistic for you. The important part is making saving something that happens automatically and regularly.

Over time, those contributions can add up, whether you're building an emergency fund, saving towards something special, or simply giving your future self a little more financial security.

👉 Find more tips and ideas from UK Savings Week: https://uksavingsweek.co.uk/
This post is for information only and does not constitute advice.

Address

72 St Augustines Street
Norwich
NR33AD

Opening Hours

Monday	8:30am - 6pm
Tuesday	8:30am - 6pm
Wednesday	8:30am - 6pm
Thursday	8:30am - 6pm
Friday	8:30am - 6pm

Telephone

+441603340800

Website

https://www.greenskywealth.co.uk/

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