WHO ARE WE?

A BUNCH OF QUALITY IFAs WITH HEART!

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. And it seems to be working.

Chartered Financial Planners

GreenSky Wealth has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Being officially recognised as Chartered Financial Planners means we’ve satisfied rigorous criteria to prove that we’re committed to ethical behavior, excellent customer service and delivering best practice in everything we do. It sets us amongst the very top firms in the UK.

About being chartered

Financial Service Awards

Our team has many years’ experience in Financial Services and is dedicated to providing a professional, honest and transparent service to our clients at all times. To back up our experience and qualifications we were proud finalists in Moneyfacts Investment Adviser of the Year Award in 2014, 2016 and 2018, and we’ve just been shortlisted again in 2021. Paul was also Commended (that’s like second) in the Unbiased Media Awards 2017 in the category of Young Investment Adviser of the Year Award!

Our Team

Andrew Crawford

Director/Portfolio Manager

Specialist Fields: Portfolio Management / Investment.

Qualifications: CII Cert Financial Planning, ACT Advanced Diploma Treasury, Risk and Corporate Finance, ICMA Diploma, J10 – Certificate in Discretionary Investment Management

Bob Wilson

Director/Independent Financial Adviser

Specialist Fields: Ethical Investments, Personal and Corporate Pensions.

Qualifications: Chartered Financial Planner – Advanced Diploma in Financial Planning. CII Diploma in Regulated Financial Planning. CII Financial Planning Certificate. B(Eng) Hons Degree.

Paul Holiday

Director/Independent Financial Adviser

Specialist Fields: Personal and Corporate Pensions. Investments.

Qualifications: CII Diploma in Financial Planning. CII Financial Planning Certificate. CF8 Long Term Care. Chartered Financial Planner – Advanced Diploma in Financial Planning

Michael Spooner

Director/Investment Consultant

Specialist Fields: Interest rate and FX Trading strategies, Macro hedging, Futures and Options, Micro Hedging, Swaps, Foreign Exchange.

Ian Bailey

Senior Paraplanner

Qualifications: BA (Hons)

Laura Daniels

Group Secretary

Tamlyn Jones

Group Administrator/Trainee Paraplanner