Business Details
19 Years
experience
Your Trusted Financial Partner in Norwich
Established in 2007, GreenSky Wealth is a Norwich-based independent financial advisory firm dedicated to providing ethical, transparent, and client-focused financial planning solutions. Recognised as Chartered Financial Planners by the Chartered Insurance Institute, we specialise in pensions, investments, and protection, serving both individuals and businesses. Our team combines decades of industry experience with a commitment to eliminating conflicts of interest and hidden charges. We prioritise tailored investment strategies aligned with clients' risk profiles and long-term goals, leveraging a blend of active and passive funds to optimise returns.Our proprietary MyGreenSky app offers clients a unified platform to manage their financial portfolios securely. With a track record of finalist positions in the Moneyfacts Investment Adviser of the Year Awards, we maintain rigorous professional standards while fostering a culture of continuous client education and engagement.
Services
Investments
Pensions
Protection
Ethical Investments
MyGreenSky App
Details
- Year established: 2007
Highlights and features
- We are Chartered Financial Planners, meeting the highest industry standards for ethical practice
- Our investment portfolios are tailored to individual risk profiles with transparent fee structures
- We maintain no product provider relationships to eliminate conflicts of interest
- Our proprietary MyGreenSky app provides real-time financial portfolio management
- We've been finalists in the Moneyfacts Investment Adviser of the Year Awards four times
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Very personal service
Super advice
Approachable team
Transparent management
Superior returns
Services
Investment Planning
We create customised investment portfolios aligned with individual risk profiles and financial goals. Our approach combines active and passive funds to optimise returns while maintaining cost efficiency. Clients benefit from regular portfolio reviews and access to the MyGreenSky app for real-time monitoring.
Pension Advice
Specialising in personal pensions, SIPPs, and company pension schemes, we help clients maximise their retirement savings through regular portfolio reviews and tax-efficient strategies. Our guidance includes annuity options and income drawdown solutions tailored to individual circumstances.
Protection Planning
We provide comprehensive protection solutions including critical illness cover, income protection, and life insurance. Our approach focuses on safeguarding clients' financial security against unforeseen events while ensuring appropriate coverage levels for individual family circumstances.
Ethical Investments
Our ethical investment service helps clients align their portfolios with personal values through carefully selected funds that avoid controversial sectors. We guide clients through ESG (Environmental, Social, Governance) investment options while maintaining competitive financial returns.
MyGreenSky App
This proprietary digital platform provides clients with 24/7 access to their complete financial picture, including investments, pensions, and insurance policies. Features include document storage, portfolio tracking, and secure messaging with advisers for enhanced financial management.
People
Andrew Crawford
Director/Portfolio Manager
Specialising in portfolio management and investment strategy, Andrew holds the CII Cert Financial Planning and advanced treasury qualifications. He leads our investment team with over 15 years' experience in financial services.
Bob Wilson
Director/Independent Financial Adviser
Chartered Financial Planner with expertise in ethical investments and pension planning. Bob holds advanced diplomas in financial planning and brings 18 years' industry experience to client advisory services.
Paul Holiday
Director/Independent Financial Adviser
Specialises in personal and corporate pensions with Chartered Financial Planner status. Paul has over 12 years' experience delivering tailored investment solutions to high-net-worth clients.
Michael Spooner
Director/Investment Consultant
Focuses on interest rate strategies and macro hedging with expertise in derivatives trading. Michael brings 20 years' experience in financial markets to our investment consulting services.
Ian Bailey
Senior Paraplanner
Supports our advisory team with technical analysis and portfolio documentation. Ian holds a BA (Hons) degree and provides critical paraplanning support for complex client cases.
Questions
What financial services do you specialise in?
We specialise in investment planning, pension advice, and protection solutions, including ethical investment options tailored to individual client needs.
How are your investment fees structured?
We maintain transparent fee structures with no hidden charges, using a combination of active and passive funds to optimise cost efficiency.
What makes you different from other financial advisers?
As Chartered Financial Planners, we combine ethical practice, no product provider relationships, and proprietary technology like MyGreenSky for enhanced client control.
Do you work with first-time investors?
While we work with clients at all stages, we particularly value helping clients start their investment journey early for long-term growth.
How can I access my investment information?
Our MyGreenSky app provides 24/7 access to portfolio valuations, documents, and secure communication with your assigned adviser.
Reviews (1)
David Jacobs
Jun 25, 2015
Report
Personable, friendly, informative people who have tailor made a portfolio to my own specifications. Greensky use a proficient technical user-friendly platform so that I can get up to the minute emphasis and analysis on my funds. Oh yes. And they're making me money!
