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21 Jul

NS&I Green Savings Bond – Update

NS&I has confirmed that they will launch their Green Savings Bonds ‘later in the year’, although a date has yet to be confirmed. The new…

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08 Jul

The Key Factors to a Successful Retirement Strategy

During your working life, retirement can always seem a long way off; something to think about at a later date or on a rainy day….

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08 Jul

Freezing of the Pensions Lifetime Allowance

The Spring Budget announced that the Lifetime Allowance (LTA) was going to be frozen at the current level of £1,073,100 until April 2026. Although this…

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07 Jul

First Aid Training for Gresham Team

In June 2021, all our team undertook a full day’s training course on first aid in the workplace. The Covid-secure course covered what to do…

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I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.