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Gresham News

18 Dec

Gresham Team Give the Gift of Christmas to Local Families

The team at Gresham Wealth Management have spread a little Christmas cheer by supporting the Friends of Brooklands Sure Start Children’s Centre. The team raised…

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25 Nov

Award winning financial adviser

Becky Scoops ‘Finance Professional of the Year’ Title

  Gresham financial adviser Becky Sugden has been awarded the title of ‘Finance Professional of the Year’ at a recent awards ceremony. Becky, who offers…

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28 Oct

Inheritance Tax Masterclass

Great Feedback from Final Masterclass of the Year

Our third and final masterclass of 2015 took place last week and we received some excellent feedback. Following on from changes announced by the government…

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30 Sep

Becky Sugden

Becky Shortlisted for Manchester Talent Award

  Gresham Financial Planner, Becky Sugden, has reached the finals at this year’s Manchester Young Talent Awards. Becky, who offers a full financial planning service…

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28 Sep

Gresham Wealth Management Logo

We're Recruiting!

  Due to expansion, Gresham Wealth Management are recruiting for a Diploma qualified Paraplanner to join our team. Purpose of Role To provide an interface…

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22 Jul

Staff Supporting BASIC

Gresham Sponsor BASIC Charity Shirts

Gresham Wealth Management are proud to announce the sponsorship of fundraising t-shirts for local brain injury charity BASIC. BASIC, which provides a wide range of…

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04 Jun

5 Year Celebration with Staff

Gresham Celebrate 5 Year Anniversary

Gresham are delighted to have reached our fifth anniversary this month – an occasion we marked with a celebration at our office in Hale. Set…

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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.