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Latest News

19 Mar

Gresham Take on Manchester 10K for Headway

A team from Gresham Wealth Management is taking on the Great Manchester 10K this year in aid of a North West charity. Alison Reeves, Samantha…

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12 Mar

New Event: Property vs Pensions

If you’ve been in the fortunate position to have money to invest for your future, you may have considered whether a property or a pension…

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22 Feb

10 Tips for Tax Year End Planning

Every year each individual is allocated a number of different allowances so far as taxation, savings and investments are concerned. When assisting individuals, we can…

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19 Feb

Focus On: Pension Nominations

By now, we’re all fairly well versed on the various flexibilities associated with ‘pension freedom’ legislation. Pensions now have the potential to be an extremely…

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22 Jan

Bitcoin – What do you Need to Know?

Read any article about investments over the past 12 months and you will probably find that Bitcoin features. There’s no doubt that Bitcoin has performed…

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15 Jan

‘Cashing In’ – 5 Ways to Make More from Cash Savings

We all like to have a bit of money tucked away in case of emergency. Expecting the unexpected is a sensible approach to take –…

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11 Dec

Gresham Team Give the Gift of Christmas to Local Children

The Gresham team has bought a bumper crop of presents this year for a local children’s charity in our annual Christmas campaign. In this fourth…

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22 Nov

Did You Know..? FSCS Cover of up to £1 Million Available for 'Temporary High Balances’

The majority of us are aware of the Financial Services Compensation Scheme (FSCS), which provides protection for consumers in the event that a financial services…

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06 Nov

Legal Entity Identifiers – Why, What, When and How Much?

Legal Entity Identifier or LEI were introduced following the global financial crisis in 2008 so that all participants in the financial system would be identifiable…

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25 Oct

New Financial Planner Joins the Ranks at Gresham

We’re delighted to announce that as of 2nd October, we have a new Financial Planner in our team. Daniel Ardern recently attained Chartered IFA status…

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26 Sep

Life After Death – The Lesser Known Benefits of ISAs

As of 6th April 2017, the annual ISA allowance in the UK rose to £20,000. With this dramatic increase, the previous contribution level having been…

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26 Aug

The Trouble with IHT Planning

Inheritance Tax planning is a thorny issue. With an ageing population along with rising house prices and consequent value of estates, trying to avoid a…

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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.