Moneyfacts Investment Adviser of the Year Awards

July 8, 2014


We’re feeling rather proud of ourselves. We’ve recently found out that we’re finalists in the Moneyfacts Investment Adviser of the Year Awards!

We want to know that we’re doing a good job for our clients so the most important measure for us is always client feedback. However, it certainly doesn’t hurt to have our achievements recognised by the industry.

So why are we worthy of the award? Here’s why we think we’re finalists:

We’ve been working really hard to deliver a service standard which exceeds all clients’ expectations. Our down-to-earth approach has helped us build a really loyal base of customers who know they can pop by any time for a chat. We’re blazing a trail for others in the financial advice industry to follow. Our approach is simple but sets us apart from others in our market place: clear, honest, transparent advice delivered to customers that we take the time to get to know. We don’t recommend our clients invest in anything we wouldn’t invest in ourselves and we don’t try to do anything we’re not expert in.

We are unique in that we are a firm of Independent Financial Advisers with internal investment consultants (our company Directors) who have worked on the trading desks in the City of London. This gives us a unique insight and understanding into the workings of financial markets, and this has been borne out in the performance of our portfolios.

We make an effort to actually meet, and get to know, the fund managers we use in our portfolios, building levels of trust. This gives us extra insight which enables us to provide an even better level of service for our customers.

Offering all that under one friendly, perfectly-formed roof is what makes us great.

We’re proud of what we do so we hope you don’t mind us blowing our own trumpet!


This article is for general use only and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be or constitute advice.

GreenSky Wealth Ltd is an appointed representative of Financial Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 516410