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Latest News

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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07 Jun

A Year is a Long Time in Politics! New Gresham Masterclass

After what has been a fascinating year in politics, both at home and overseas, we’re delighted to be holding a new Masterclass later in the…

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27 Apr

How Biases Affect Investor Behaviour

In February, we held a masterclass for professional contacts on the topic of risk. One of the areas we looked at during the CPD session…

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07 Apr

A Quick Guide to Allowance Changes for 2017/18

Income tax threshold increases The personal allowance for income tax is going up to £11,500. Alongside this, the basic rate limit will be increased to…

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29 Mar

Reasons to Pay into Your Pension Before 6 April 2017 – Part 2

Last week we looked at 5 reasons to consider paying into your pension for in the current tax year before the clock ‘resets’ on 6…

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22 Mar

Reasons to Pay Into Your Pension Before 6 April 2017 – Part 1

The end of the current tax year is looming meaning you only have a limited time left to make arrangements to pay into your pension…

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01 Mar

Back to Where it All Began…

In January Morven Millar, Director at Gresham, was lucky enough to take a trip to Budapest. Whilst there, she took the time to pay 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.