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Latest News

17 Feb

The Great Taboo – How and Why to Talk About Money

Talking about money is not a very ‘British’ thing to do. But in this day and age, are we perhaps too reserved when it comes…

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10 Feb

The Gift that Keeps on Giving

Many of us are guilty of overindulging young members of our families with toys and gifts. Giving a toy that brings joy to a child’s…

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19 Jan

Unclaimed Higher and Additional Rate Tax Relief on Pension Contributions

Many employed people misunderstand how pension contributions into their workplace pension scheme are made on their behalf. This can often mean that higher and additional…

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10 Jan

New Year’s Resolutions vs Financial Life Goals

A New Year is upon us and as such, many of us will look at our lives and resolve to do things better over the…

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15 Dec

Gresham Gift Campaign Goes Online for 2020!

For a number of years now, the Gresham team have worked with the local Barnardo’s Children Centres in Wythenshawe, collecting funds to purchase gifts and…

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18 Nov

Negative Interest Rates – a Thought Experiment

In recent weeks the Bank of England (BoE) wrote a letter to major UK banks to verify how ready they would be if the Bank…

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05 Nov

Office of Tax Simplification Publishes First Stage of Capital Gains Tax Review

It should come as no surprise that in light of increased public spending, the government are looking at potential ways to reform the tax system….

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05 Nov

Redundancy Lump Sum Payments – What are the Wider Financial Implications?

Unfortunately, the Covid-19 pandemic has already and will further see redundancies becoming more common place as businesses look to streamline costs. It is important for…

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25 Sep

The Tapered Annual Allowance – Can You Escape It?

The Spring Budget 2020 increased the annual allowance income limits, taking many high earners out of the tapered annual allowance. The new limits explained Every…

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26 Aug

The Great Emergency Fund

Many people – through no fault of their own – have found themselves in a position where they have had a reduced level of income…

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22 Jul

Lessons from Covid-19 – Being Prepared for the Unexpected

Five months ago, if someone had told you that there would be an outbreak of a virus that would effectively bring the world to a…

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26 Jun

Interest Rates and Monetary Policy – Where are we Now?

Living in a world of low interest rates is nothing new. In fact, with interest rates having remained so low over the last few years,…

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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.