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Latest News

23 Jan

Three Reasons to Review the Contents of your Company Pension

The latest statistics into auto-enrolment have shown that pension saving is on the up, with figures from 2019 showing that over 10 million individuals are…

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23 Jan

Investment Committee: 2019 in Review & Outlook for 2020

The dawning of a new decade may have prompted you to reflect on the past 12 months, or look ahead and make plans for the…

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12 Dec

Gresham Christmas Card Features Acts of Christmas Kindness

We like to get into the festive spirit here at Gresham and we’re always keen to spread best wishes for the festive season to clients,…

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12 Dec

Gresham’s Secret Santa’s Annual Charity Shopping Spree!

The Gresham team have completed their annual Christmas gift shopping spree, using donated funds to buy gifts for underprivileged children in the local area. In…

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02 Dec

If I Knew Ten Years Ago What I Know Now… 4 Steps for Successful Retirement Planning

We all imagine a retirement rich in sun-soaked holidays, cultural experiences, rounds of golf and memberships at luxury leisure clubs.  However, many people we meet…

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28 Nov

Investing in the face of an election

Investing in the Face of an Election – Top Tips

The past couple of years have seen significant political volatility and economic uncertainty. With another general election looming, and the potential for significant taxation changes…

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07 Nov

New Report Highlights Retirement Styles and Their Cost

A new report has revealed the amount of money individuals and couples will need in order to access different styles of retirement. The Retirement Living…

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01 Nov

Not Saving Enough Tops List of Biggest Financial Regrets

A survey has revealed some of the biggest financial regrets held by individuals, with not saving enough found to be the most common concern. The…

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17 Oct

Inheritance Tax Receipts Reach £5.4 billion

Statistics released by HMRC in September 2019 have shown a record £5.4 billion in inheritance tax (IHT) receipts. The figures, which relate to the 2016/17…

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10 Oct

The Rise of the ISA Millionaire

Earlier this year it was revealed that there are now in excess of 1000 ‘ISA millionaires’ in the UK – ie. people with over a…

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29 Aug

Saving for Retirement – Are you Doing Enough?

A recent report by pensions provider Scottish Widows has found that more people than ever are saving for a comfortable retirement. Scottish Widows 15th annual Retirement…

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12 Aug

42% of Pension Savers at Risk of Falling Victim to Pension Scams

New research suggests that 42% of pension savers, which would equate to over five million people across the UK, could be at risk of falling…

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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.