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Latest News

10 Jan

No More Excuses – Overcoming the Barriers to Financial Planning

It’s all too easy to make excuses in life – whether in relation to exercise, diet or any other aspect of our lives, many of…

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03 Jan

New Year's Resolutions for Your Finances

New Year is a time for goal setting and objective making, as well as those notorious new year’s resolutions! Just as we make plans for…

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11 Dec

Gresham Gift Campaign Reaches 5 Year Milestone with Bumper Gift Haul

Gresham’s annual Christmas campaign to buy gifts for disadvantaged children in partnership with the Barnardo’s Children’s Centres in Wythenshawe has begun, with this year’s present…

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30 Nov

Charitable Giving - the Benefits of Giving Back

I have the pleasure in working with a number of clients who choose to make charitable donations on a regular basis or have made significant…

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20 Nov

Is it Time to Take a Drawdown Reality Check?

Reaching retirement is a huge milestone for anyone. If you’ve been able to build up a significant retirement pot in a pension, have other savings…

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15 Nov

Selling a Business – The Case for Financial Planning

So often business owners prepare and plan well to build and sell their business but do so without any real thought or regard to what…

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01 Oct

Nine Things you Need to Know about Buying a Commercial Property With a Pension

We recently blogged on the relative advantages of property and pensions as investment strategies. As part of the article, we looked at commercial property and…

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24 Sep

10 Years on from the Global Financial Crisis

On the 15th September 2008, Lehman Brothers collapsed, and the chain reaction brought the global financial system to its knees. Taxpayers’ money was pumped into…

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28 Aug

As Inheritance Tax Receipts Hit New Record High, Is Reform Coming?

According to the latest figures, Her Majesty’s Revenue and Customs (HMRC) collected £5.2 billion in inheritance tax in the last financial year (2017-18). This record…

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03 Aug

What it Means to be Chartered

If you look beneath our logo on this website, you’ll see the by-line ‘Chartered Financial Planners’. But what does being Chartered actually mean? Awarded by…

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10 Jul

Risking It All: Why Failing to Invest Properly Could be the Biggest Risk You Take

As financial planners, we’re always talking to clients about risk. When we take on a new client, risk is always an important topic of discussion…

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03 Jul

Mind the Gap – Pension Planning for the Self-Employed and Micro Business Owner

Auto-enrolment seems to be working.  According to figures recently released by the Office for National Statistics (ONS), the proportion of employees contributing to a company…

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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.