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Latest News

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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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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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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26 Jun

Investing Through the Current Crisis and Beyond

Financial markets have seen increased volatility since the outset of the Covid-19 pandemic, and with a continual flow of new information there is no clear…

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16 Jun

10 Financial Considerations in Light of Covid-19

The impact of Covid-19 is concerning to us all, and the effect on our lives has been significant. Most of us will have had changes…

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15 Jun

Avoiding the Herd… The Importance of Sticking to a Financial Plan in Times of Uncertainty

It can be tempting to take investment tips from friends or try and DIY your investment portfolio with the help of the financial columns. In…

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24 Apr

Gresham Turns Ten – Memories from the Gresham Team

The start of April saw Gresham Wealth Management turn 10 years old. Before the outbreak of Coronavirus, we had a number of celebrations planned. These…

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22 Apr

Amendments to Taxation and Allowances as of 6th April 2020

With everything going on in the world at the moment, it can be easy for other news and developments to pass by unacknowledged. For us,…

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02 Apr

Gresham Turns Ten!

The 1st April 2020 saw Gresham Wealth Management turn 10 years old. If there was one way we hadn’t imagined celebrating our milestone birthday, it…

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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.