GreenSky Wealth

GreenSky Wealth 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.

The Lifetime ISA is changing... but don't panic just yet.You may have seen reports that the government plans to replace ...
16/06/2026

The Lifetime ISA is changing... but don't panic just yet.

You may have seen reports that the government plans to replace the Lifetime ISA (LISA) with a new product focused solely on helping first-time buyers.

At the moment, there are still plenty of unanswered questions, but here's what we know:

✅ Existing Lifetime ISA holders should be able to keep their accounts.
✅ New LISAs are expected to remain available until the replacement product launches in 2028.
✅ Current holders should still be able to continue contributing under existing rules.

For many people, the Lifetime ISA has been a useful way to save for a first home or build retirement savings alongside a pension, thanks to the government's 25% bonus.

The key message? Don't make any rushed decisions based on headlines. If you already have a Lifetime ISA, or you're considering opening one, it's worth understanding how these proposed changes could affect your longer-term plans.

As always, good financial planning starts with understanding your options – get in touch if you’d like to talk it all through with one of our experts.
This is for information only and does not constitute advice. The value of your investment can go down as well as up, so you could get back less than you invested.

10/06/2026

Are you a business that serves a children’s menu, or a family leisure or entertainment venue?

If so, you’ll hopefully already be aware of Rachel Reeves' Great British Summer Savings scheme – a temporary reduction on VAT on a wide range of family activities and meals out.

Our friends at Stephenson Smart have put together a handy summary for qualifying businesses…

👉

Did we mention that we're finalists in the Investment Adviser of the Year Award 2026 in the Investment Life & Pensions M...
04/06/2026

Did we mention that we're finalists in the Investment Adviser of the Year Award 2026 in the Investment Life & Pensions Moneyfacts Awards?

We can definitely help people with their investments. Getting a photo of all the team with their eyes open, however, is a different matter 😌

It’s the feedback from our customers that really matters to us (and we’re in the process of conducting our regular custo...
02/06/2026

It’s the feedback from our customers that really matters to us (and we’re in the process of conducting our regular customer survey as we speak), but it’s certainly nice to get a bit of industry recognition every now and then too.

So, being shortlisted for the Investment Adviser of the Year Award 2026 in the Investment Life & Pensions Moneyfacts Awards makes us happy 😊

More women are investing than ever before, but the gender wealth gap is still widening.New research from Boring Money fo...
26/05/2026

More women are investing than ever before, but the gender wealth gap is still widening.

New research from Boring Money found that while the number of female investors has grown by 10% over the last year, men are still investing at a faster rate.

One of the biggest gaps appears among younger adults. 38% of men aged 18–44 are investing compared with just 22% of women.

The encouraging news? Women who are investing are growing their wealth faster, with average invested assets increasing while men’s have remained broadly flat.

It’s an important reminder that investing isn’t just for “finance people”. It’s one of the key long-term tools for building financial security and independence. And the earlier people feel confident enough to start, the more powerful time and compound growth can become.

Financial planning shouldn’t feel intimidating or exclusive. Good advice is about helping people feel informed, comfortable and confident about their future.
The value of an investment and the income from it could go down as well as up and investors may not get back the amount originally invested.

Whoop 👏 👏 👏Here we are, shortlisted for the Investment Adviser of the Year Award in the 2026 Investment Life & Pensions ...
22/05/2026

Whoop 👏 👏 👏

Here we are, shortlisted for the Investment Adviser of the Year Award in the 2026 Investment Life & Pensions Moneyfacts Awards. A nice way to start the Bank Holiday Weekend 😎

Annuities are making quite a comeback. After falling sharply following the pension freedoms introduced in 2014, annuity ...
21/05/2026

Annuities are making quite a comeback. After falling sharply following the pension freedoms introduced in 2014, annuity sales have now rebounded strongly, with £7.4bn invested in annuities during 2025.

Why?

In simple terms:
✔ Higher interest rates have improved annuity income rates
✔ More people are valuing guaranteed income in retirement
✔ Upcoming Inheritance Tax changes on pensions are making some retirees rethink their options.

For some people, the idea of a secure, predictable income for life is becoming attractive again, especially alongside the uncertainty of investment markets and retirement planning decisions.

That doesn’t mean annuities are right for everyone. But it does highlight an important point: retirement planning rarely stands still. Options that looked unattractive a few years ago can suddenly become much more relevant.

If you’re approaching retirement and wondering what the right balance looks like between flexibility and security, it’s worth reviewing your options carefully.
The value of an investment and the income from it could go down as well as up and investors may not get back the amount originally invested. Your capital may be at risk. 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.

The new Renters’ Rights Act, which came into effect on the 1st of the month, is prompting many landlords to pause and re...
19/05/2026

The new Renters’ Rights Act, which came into effect on the 1st of the month, is prompting many landlords to pause and reassess.

For some, it’s raising bigger questions around:

• Long-term profitability
• Tax efficiency
• Retirement plans
• Whether property still fits their wider financial goals.

That doesn’t necessarily mean landlords should panic or rush into decisions. But it does highlight the importance of stepping back and looking at the bigger picture.

For years, property has been a key part of many people’s financial plans. Now, with changing legislation, tax rules and market pressures, it may be a good time to review whether your investments are still working in the way you intended.

Sometimes the right answer is staying the course. Sometimes it’s adapting the strategy. Either way, major regulatory changes can be a useful prompt to revisit your long-term plans and make sure everything still aligns with your goals.

If recent changes have got you thinking differently about your investments or retirement plans, the GreenSky Wealth team are always happy to have a conversation.
The value of an investment and the income from it could go down as well as up and investors may not get back the amount originally invested.

Financial advice isn’t just about returns, and recent research backs it up.According to our friends at Unbiased, the top...
12/05/2026

Financial advice isn’t just about returns, and recent research backs it up.

According to our friends at Unbiased, the top benefits people experience after getting advice are:

• 65% say they feel more peace of mind
• 51% better understand their finances
• 46% have a clearer path to their goals.

It’s not just about performance (although that obviously matters), it’s about confidence, clarity and direction.

That’s often what people are really looking for, and it’s exactly what we can deliver.

“Is financial advice worth the cost?”It’s one of the most common questions we hear. Interestingly, recent research from ...
05/05/2026

“Is financial advice worth the cost?”

It’s one of the most common questions we hear. Interestingly, recent research from our friends at Unbiased shows:

• 29% of people don’t go ahead because of cost concerns
• But 69% of those who do say it’s a reasonable or necessary expense.

That shift in perspective is telling. Once people experience the value in terms of clarity, structure and confidence, the cost often makes a lot more sense.

Good advice isn’t just about growing wealth. It’s about making better decisions with it.

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

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