Your local no fuss financial planners

Friendly, independent financial advisers based in Norwich

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.

No fuss. No confusing jargon.

Plain English. Plain helpful

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. We love what we do. We also love…

Getting to know our clients and providing the highest level of service to every single one

Keeping the ongoing costs of your investments to a minimum

Producing superior returns through portfolios tailored to each client’s individual needs.

If you’re interested in receiving 100% unbiased advice, please contact us to chat with one of our lovely IFAs. No strings attached. But if you’re still considering your options, you might like to read our handy tips on how to find a great financial adviser.

Our promises

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We will offer a service based on your requirements

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We will communicate in plain English, no jargon, no gibberish, no gobbledygook

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We will construct honestly charged investment portfolios tailored to your individual needs

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We will keep you up to date with your financial plan

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We will provide advice that is, and always will be, 100% unbiased, transparent and independent

Our Services

Investments

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Pensions

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Protection

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Introducing
MyGreenSky

A clear, uncomplicated view of your finances in one place. Track your investments, savings, pensions, insurances, bank accounts and more directly from our app.

What our clients say

Julian Tomkinson

Very personable, close relationships with clients but maintaining focus on the end goal of client satisfaction.

Julian Tomkinson

Clarel

I would thoroughly recommend GreenSky if you wish to have a fund manager with great service and fund management activities at your fingertips. Whilst all funds are tied to the market activities, their fund has consistently outperformed other fund managers, so much so, that I have personally switched all my assets under their management.

Clarel

Darryl Maycock

Excellent financial knowledge, backed with good long-term results. Professional, very friendly and approachable.

Darryl Maycock

Ian Daniels

Friendly, trustworthy, easy to talk to. I feel safe with my pension and investments in your hands and peace of mind is important to me.

Ian Daniels

A Happy Client

Fabulous one-to-one support in managing pensions, investments and overall wealth portfolio. Incredibly honest and trustworthy team to manage your money!

A Happy Client

Ed Flack

GreenSky are professional yet approachable. You are talking to real people with a wealth of knowledge in investing and customer service. If you are looking for an IFA who really knows their stuff but are easy to talk to with no hard sell then these are the men for you.

Ed Flack

Richard Normington

Highly recommend – the team at GreenSky always provide a first class service with top class products.

Richard Normington

Danny Martin

These guys are honest and personable, very easy to talk with and they explain everything in simple terms that all can understand and follow.

Danny Martin

Arvind Agrawal

A WYSIWYG company – honest, transparent, smart and always working with your interests in mind. Above all, always there when you need them.

Arvind Agrawal

Latest Blog Articles

Our Customer Satisfaction Survey Results

We work hard to make sure we're doing the best job we possibly can for our customers. But we think it's helpful to check in with them every now and then to make sure we're still on track and listen to any ideas they might have for improvements to our service. We've...