0161 973 9150

Latest 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%…

Read More

09 Oct

Breakfast masterclass at Gresham

Today (October 9th 2024) we were delighted to host our regular ‘Masterclass’ event for professional advisors. Max McKechnie of JP Morgan Asset Management delivered an outstanding presentation that brought…

Read More

01 Jun

David Kershaw

Growth at Gresham

We are delighted to confirm the appointment of experienced paraplanner David Kershaw as a technical analyst at Gresham. David has spent more than 25 years…

Read More

24 Apr

New Tax Year – New Allowances

The new 2024/25 tax year is here. With several changes to allowances live from 6th April, it is important to review your financial plan each…

Read More

24 Apr

Research Reveals Lack of Confidence in Accessing Pension Savings

Recent research by Standard Life has revealed that more than three-quarters (77 per cent) of adults in the UK do not feel confident about accessing…

Read More

24 Apr

NS&I Launch British Savings Bonds

The launch of NS&I’s new ‘British Savings Bonds’ is an interesting development for savers and investors alike. Announced in the Chancellor’s Spring Budget in March…

Read More

06 Apr

How to Get Ahead this New Tax Year

Several of the tax and investment allowances afforded to individuals come to an end on 5th April each year, with a new set coming into play…

Read More

18 Mar

How to Approach Savings as Interest Rates Reduce

2023 presented an opportunity for those with cash savings to take advantage of the higher interest rates on offer. Most banks increased their rates on…

Read More

08 Mar

Key Announcements from the Spring 2024 Budget

After a subdued Autumn Statement, along with the buzz surrounding a UK election year, the stage was set for a potentially exciting Spring Budget. Despite…

Read More

26 Feb

The ISA Turns 25

In 1999, the Individual Savings Account (ISA) was introduced in the UK, revolutionising the way people save and invest. Now, 25 years later, the ISA…

Read More

26 Feb

Cost of a ‘Moderate Retirement’ Jumps by over 25%

The Pensions and Lifetime Savings Association (PLSA) has recently conducted research revealing that a couple now needs £43,100 as an annual income in retirement to…

Read More

02 Feb

Living to 100: Implications for Financial Planning

In today’s rapidly changing world, the increasing number of people living beyond the age of 100 has profound implications for financial planning. Here we look…

Read More
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.