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Latest News

04 Aug

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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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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…

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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…

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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…

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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…

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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…

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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…

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