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. 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.
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. 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.
Services
Then, and only then, will we offer top notch honest, unbiased financial advice in a down to earth way that our clients appreciate. Everything we do is focused around helping you make the very best decisions about your money, be that in relation to investments and asset management, pensions or protection.
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.
We do not believe in a one-size-fits-all approach. The key to your long-term investment success is to hold a diverse portfolio of investments which have been carefully hand picked with your personal requirements in mind. The single most important aspect when investing your money is ensuring that your portfolio is suitable for you based on your appetite for risk.
The next time a bloke down the pub tells you pensions are a waste of time, ask them when they last had theirs reviewed. If you bought a car 30 years ago and never had it serviced, what state do you think it would be in? Knackered, rusting and underperforming probably. Pensions MUST be reviewed regularly.
45,057,474 to 1.that's the chances of you winning the lottery*, if you're like us you truly believe you will win it! But, the good news is medical advances mean you are more likely to survive a serious illness. The bad news is that you and your loved ones are likely to need additional care and support for the rest of your lives.
Reviews (1)
David Jacobs
Jun 25, 2015
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