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Latest News

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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14 Jun

Gresham Experts to Take the Floor for June Masterclass

The date and topic for our summer Masterclass have been set. On 27th June, Gresham will host a presentation entitled ‘Property vs Pensions’. Whilst part…

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04 Jun

Samantha Graduates as a Chartered Financial Planner

Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification…

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01 Jun

Fundraising Target Hit by 10K Team

On Sunday 20th May, in glorious sunshine and 22 degree temperatures, a team from Gresham took part in Manchester’s famous 10K run. It was a…

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08 May

Property vs Pensions - Where's Best to Invest?

Brits have long had a love affair with residential property; the past 25 years or so has seen a significant increase in the number of…

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24 Apr

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New Role: Paraplanner Vacancy

Gresham Wealth Management is looking to recruit a Paraplanner to join our team. The vacancy has arisen due to recent growth and internal promotion. The…

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09 Apr

Did You Know? Key Changes This Tax Year 2018/19

Over the past few months, we’ve been making clients aware of the changes and things to be aware of for the new tax year. During…

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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.