GreenSky Wealth

15/10/2026

Life's too short for regrets...

13/10/2026

How long could your savings cover the unexpected?

A broken boiler. An unexpected car repair. A period without work.

None of us particularly likes thinking about life's financial surprises, but having some money set aside can make them considerably less stressful when they happen.

A commonly suggested target is eventually having enough accessible savings to cover around three to six months of your essential outgoings.

That might sound daunting, particularly if you're starting from zero. But don't let the target stop you from starting.

£500 is more useful than £0. One month's expenses are better than none. And putting away a manageable amount regularly can gradually build a valuable financial safety net.

Financial planning isn't only about growing your money. It's also about being prepared for the unexpected.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

08/10/2026

It's easy to think financial planning starts with numbers.

🟢 How much is in your pension?
🟢 How are your investments performing?
🟢 How much are you saving?

But we'd argue there's a more important question to answer first: What do you actually want your money to help you achieve?

Perhaps you'd like to retire a little earlier. Help your children onto the property ladder. Travel more. Reduce your working hours. Pay off the mortgage. Or simply know that you and your family are financially secure.

Once you know where you want to get to, you can start building a financial plan designed to help you get there.

Good financial planning shouldn’t be about money for money's sake. It's about what that money allows you to do.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.

06/10/2026

Do you know what your money is invested in?

It's Good Money Week, an opportunity to think about the impact our money can have – not just on our own future, but on the world around us.

For some investors, financial performance is only part of the picture. You might also care about the industries and businesses your money supports, or want your investments to better reflect your own priorities and values.

The good news is that there are increasingly more options available for people who want to consider environmental, social or ethical factors when investing. But, as with any investment decision, it's important to look beyond the label.

Your investments still need to be appropriate for your goals, your circumstances and the level of risk you're comfortable taking.

So, do you know where your money is invested – and are you comfortable with it?

GreenSky Wealth can help you understand your investments and make informed choices about what's right for you.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

29/09/2026

Today it's Paul Holiday's turn for a little shout out...

24/09/2026

AI can be cheaper. But cheaper isn’t always the same as better value.

AI is changing the way we do all sorts of things, including how we research our finances and investments. And that's not necessarily a bad thing.

The FCA acknowledges that AI tools can be useful for summarising complicated information, explaining financial concepts and making investment research quicker.

But there's an important distinction.

General-purpose AI tools aren't specifically designed to make investment decisions for you – and they don't provide regulated financial advice.

Good financial advice isn't simply about choosing an investment fund. It's also about understanding you.

Your pensions. Your investments. Your tax position. Your protection. Your plans for retirement. Your family. Your attitude to risk. And what you're ultimately trying to achieve with your money.

It's also about having someone there when circumstances change, or when markets become uncomfortable and you're wondering whether you should change course.

Technology can be a brilliant tool. But there's still real value in having a human being who understands the bigger picture.

At GreenSky Wealth, that's exactly what financial advice is about.
This post is for information only and does not constitute advice. The value of your investments can go down as well as up, so you could get back less than you invested.

22/09/2026

It’s UK Savings Week, a good reminder that building your savings doesn’t necessarily mean finding huge amounts of spare money every month. Often, it starts with creating a habit.

✨ Our top tip? PAY YOURSELF FIRST

Rather than waiting until the end of the month and saving whatever happens to be left, consider setting up a regular transfer into your savings for shortly after payday.

It could be £10, £50, £100 or whatever is realistic for you. The important part is making saving something that happens automatically and regularly.

Over time, those contributions can add up, whether you're building an emergency fund, saving towards something special, or simply giving your future self a little more financial security.

👉 Find more tips and ideas from UK Savings Week: https://uksavingsweek.co.uk/
This post is for information only and does not constitute advice.

17/09/2026

Just a reminder that our lovely team are real people in a real office in the real city of Norwich, ready to help you out with your pensions, investments and financial protection.

Call us old fashioned, but being able to see someone in IRL still wins in our world 😍

15/09/2026

Who doesn’t love a random “Day”?

Well, today is Pension Awareness Day, so we’re asking: have you lost track of an old pension? 🔍

Over the course of a working life, it’s easy to accumulate different pensions. You change jobs, move house, paperwork gets filed away...and before long, you may not be entirely sure where all your pension savings are.

If that sounds familiar, today is a good day to do something about it.

The Pension Awareness Day website has plenty of useful information to help you get to grips with your pension and plan for the future.

And if you think you might have an old workplace or personal pension you've lost track of, the Government's Pension Tracing Service can help you find the contact details for the scheme.

It could be a very worthwhile few minutes of your day.

👉 Find pension contact details here: https://www.gov.uk/find-pension-contact-details

And once you know what pensions you have, GreenSky Wealth can help you look at the bigger picture and understand how they fit into your plans for retirement.
This post is for information only and does not constitute advice. 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.

Find the contact details for a pension provider by using the Pension Tracing Service

10/09/2026

A few kind words about our very own Bob Wilson 😊