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Gresham News

30 Oct

Budget 2024 - a snapshot from Gresham

Budget 2024: a snapshot summary

With immediate effect, the lower rate band of capital gains tax has risen from 10% to 18%, while the higher rate has moved from 20%…

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13 Dec

Our Tenth Year of Spreading Christmas Cheer

It’s Christmas time, which means one thing…the return of our Festive Charitable Gift Appeal. We are delighted to announce that this is our tenth year…

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21 Oct

Alison Scoops Paraplanner of the Year Title at Prestigious Industry Awards

Gresham Wealth Management Paraplanner, Alison Lawler, has been awarded the title of Paraplanner of the Year at the Personal Finance Society’s annual awards. To achieve…

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02 Oct

Alison Lawler Shortlisted for Paraplanner of the Year

Gresham Wealth Management is delighted to announce that Alison Lawler has been shortlisted for the prestigious title of Paraplanner of the Year at the Personal…

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28 Feb

Gresham Masterclass Makes a Return with Speaker from the Bank of England

This month saw the return of the Gresham Masterclass after a long break following the pandemic.  With inflation and interest rates still at the forefront…

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14 Dec

Our Charitable Christmas Gift Appeal Returns

Gresham’s annual gift campaign to support a local children’s centre has returned in style for 2022, and although the centre in Wythenshawe has now changed…

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13 Jun

Help for Ukrainian Family

The Gresham team has received a letter of thanks after making a donation to a family from Ukraine who are staying in the local area….

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04 May

Team Expansion! New Technical Analyst Joins our Team

Gresham Wealth Management has appointed a new Technical Analyst to our team in support of our growth plans. Kieran Mawdesley joins Gresham’s technical advisory team…

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04 May

Promotion for our Team Members as our Financial Adviser Team Grows

Two of our team members have been promoted into Financial Adviser roles, having both been with the business for many years in a Technical Adviser…

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16 Mar

5 Questions to Ask Ahead of the New Tax Year

With the clock ticking before the end of the current tax year on 5th April 2022, the countdown is on to make the best use…

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10 Feb

Meet the Team - Samantha Brannigan

Our team are a pivotal part of what we do. Here, we meet Samantha Brannigan, who is has taken on the role of Financial Adviser,…

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01 Dec

The Barnardo’s Christmas Gift Appeal Returns

Gresham’s annual gift campaign to support the Wythenshawe Barnardo’s Centre has returned in style for 2021. After a relatively subdued year for all of us,…

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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.