GreenSky Wealth

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 😊

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.

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 😎

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.

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.

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.

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.

01/05/2026

It’s Bank Holiday weekend 😎

The team will be taking a well-earned extended weekend. See you on Tuesday!

28/04/2026

What’s the real benefit of financial advice? It’s not just about the numbers.

Our friends at Unbiased recently found that 85% of people feel more confident about their financial future after speaking to an adviser.

But what stood out most?

It’s not just the returns that people value. Peace of mind, clarity on what to do next and a better understanding of their finances all featured.

Sometimes, the biggest win is simply feeling in control again.

If you’ve been putting it off, you’re not alone - but it might be more valuable than you think.

Get in touch with the team if you like the sound of peace of mind and clarity when it comes to your finances.

👉 Read the full article here:

New research from Unbiased confirms that investing in professional financial expertise pays dividends in confidence and peace of mind.

21/04/2026

Mortgages can feel a bit like guesswork sometimes.

Which lender?
Which deal?
Who can you actually trust to give good advice?

While we don’t arrange mortgages ourselves, we’re always happy to point our clients towards people we know who do a fantastic job.

Our trusted mortgage advisers can help with:

• New mortgages
• Remortgages
• Buy-to-let
• Commercial mortgages
• Equity release & bridging finance.

And the best bit: all initial mortgage consultations are entirely FREE.

If you’d like an introduction (or know someone who might), just get in touch.
Your property may be repossessed if you do not keep up repayments on your mortgage. Equity release is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. The Financial Conduct Authority does not regulate most forms of Buy-to-Let mortgages, or commercial lending.