0161 973 9150

Latest News

22 Jun

Masterclass Gresham Wealth Management

Gresham Masterclass Reaches New Milestone

A series of seminars held by Gresham has reached a new milestone, with 100 attendees having been through the doors. The ‘Professional Masterclass’ events, held…

Read More

16 May

Financial planning - Lifetime ISA vs pension

The New Lifetime ISA – Part 2: Lifetime ISA vs Pensions

In our last article, we looked at the new Lifetime ISA as announced by the government in the recent budget. Many people could be forgiven…

Read More

05 May

Brexit Special Masterclass – Are You In Or Out?

We are delighted to announce that we will be holding a new Masterclass event on Wednesday 25th May. With the EU referendum fast approaching, we’ll…

Read More

20 Apr

Lifetime ISA, advice from financial advisers

The New Lifetime ISA: Part 1 – What do we Know so far?

The content of the Chancellor’s budget in March was somewhat of a surprise for many. Many of the aforementioned pension reforms  that had been anticipated…

Read More

16 Mar

Budget 2016 Review – What Are the Outcomes for Financial Planning?

After much speculation in the months preceding today’s budget, it was with much anticipation that we all sat down to watch the Chancellor deliver his…

Read More

09 Mar

Retirement planning advice - Gresham Wealth Management

Top Tips - Planning for Retirement

There’s no escaping the fact that we’re all getting older. The more years that go by, the more our thoughts turn to our future; not…

Read More

19 Feb

The Clock is Ticking – Things to Consider Prior to the Tax Year End

This time of year is always a busy one for financial advisers. As the dawn of the new tax year approaches on 6th April, clients…

Read More

10 Feb

Full House For First Masterclass of the Year

The first Gresham Masterclass of the year was received with enthusiasm by local professionals, with a capacity turnout today. The event, which was the first…

Read More

03 Feb

Change to Office Opening Hours

Following a staff consultation, Gresham Wealth Management has decided to change its office opening hours. Taking effect from 1st February 2016, the office will now…

Read More

28 Jan

Pension Update and Economic Forecast to Feature in February Masterclass

We are delighted to announce that we will be holding a new masterclass event on Wednesday 10th February. For this event, we have chosen the…

Read More

11 Jan

Inheritance tax planning - gold eggs in nest

Higher Earners and the Tapered Annual Pension Allowance

What is the tapered annual allowance? High earners need to be aware that from the 6th April 2016 their annual allowance for pension contributions may…

Read More

07 Jan

Daniel Ardren joins Gresham Wealth Management in Hale

New Year, New Recruit!

We’re delighted to announce that we have started the year with a new addition to the team! Daniel Ardern joins Gresham as a Paraplanner to…

Read More
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.