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Latest News

03 Oct

Gresham Shortlisted for Local Business Award

Gresham Wealth Management has been named as one of the finalists in the forthcoming Sale and Altrincham Chamber business awards.  Shortlisted for Provider of Professional…

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29 Sep

Retirement planning advice

Are you Realistic about your Retirement?

Life expectancy is rising at a rapid rate in the UK. According to research, the average life expectancy of males will reach 85.7 years by…

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23 Sep

New Masterclass Announced: More Changes Ahead for UK Resident Non Domiciled Clients

We are delighted to announce that a date and topic have been set for the next in our series of Professional Masterclass events. To be…

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16 Sep

Five Reasons to Attend our Professional Masterclass

Over the past 18 months, Gresham has held a series of Masterclass events aimed at educating fellow professionals across a number of topics related to…

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02 Sep

Record Sum of Inheritance Tax Collected – What can you do to Mitigate Risk?

According to the latest figures, Her Majesty’s Revenue and Customs (HMRC) collected £4.7 billion in inheritance tax in the last financial year, a record sum…

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11 Aug

What Does the Interest Rate Cut Mean for Savings and Investments?

In a highly anticipated move, last week the Bank of England (BoE) cut the base rate by a quarter of a per cent to 0.25%….

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04 Aug

Gresham Wealth Management Logo

A Busy Summer and Anniversary Celebrations

It’s been a busy few months here at Gresham HQ. A number of members of the team have worked towards passing exams and achieving further…

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19 Jul

The Ups and Downs of the UK Property Sector

The Willis Towers Watson strategic asset allocation model allocates 15% of portfolios into property. We prefer to invest in direct property funds whose managers own…

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15 Jul

5 Reasons that Exemplify the Importance of an Annual Review

At Gresham, we believe that an annual review is one of the key pillars of the financial advice process. Whilst clients do not always want…

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13 Jul

Focus On: Pension Death Benefits – Defined Contribution Arrangements

‘Pensions Freedom’ has now been in place for well over 12 months. Changes to legislation have undoubtedly provided more choice along with potential benefits, depending…

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08 Jul

Pension Planning for Business Owners - Do you Have a Lifeboat?

Having dealt with entrepreneurs and business owners across a broad range of industries over the years, it is not unusual to come across the following…

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28 Jun

Brexit Briefing: Gresham's Response to the Referendum Result

After months of anticipation, UK voters have decided – in a historic move – to leave the European Union some 43 years after joining its…

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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.