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Latest News

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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25 Jul

Qualification Success for Gresham Team

We recently received news that three members of the Gresham team have passed the exams they have been working towards, further bolstering the knowledge and…

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11 Jun

5 Tips on…How to Start Investing

For one reason or another, the world of investing eludes many of us. We often consider it to be beyond us, confined to the high-earners…

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15 May

Creating a New Financial Plan Following a Divorce

How much money do you need to live? What would you do if your financial investments took a hit? And can you really afford that…

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25 Apr

6 Ways 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…

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09 Apr

2019/20 Tax Year – A Brief Guide

The start of the new tax year falls on 6th April each year and brings with it a new set of rules and allowances. Now…

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21 Mar

Gresham Duo Take on Manchester 10K for Headway

A duo from Gresham Wealth Management are taking on the Great Manchester 10K this year in aid of a North West brain injury charity. Daniel…

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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.