Did You Know..? FSCS Cover of up to £1 Million Available for ‘Temporary High Balances’

umbrellas

The majority of us are aware of the Financial Services Compensation Scheme (FSCS), which provides protection for consumers in the event that a financial services firm fails. The normal cover limit provided is £85,000 per person per financial services firm and protection applies to monies held within banks, building societies or credit unions that are regulated…
Read More

Posted in Financial Planning | Comments closed

Legal Entity Identifiers – Why, What, When and How Much?

stocks on ipad-small

Legal Entity Identifier or LEI were introduced following the global financial crisis in 2008 so that all participants in the financial system would be identifiable to facilitate monitoring of worldwide financial transactions. A LEI is a unique 20-digit alphanumeric code which is specific to legal entities including investment firms, corporations, charities and Trusts. Effective 3…
Read More

Posted in Investments | Comments closed

New Financial Planner Joins the Ranks at Gresham

Daniel-horizontal

We’re delighted to announce that as of 2nd October, we have a new Financial Planner in our team. Daniel Ardern recently attained Chartered IFA status and has been promoted to the role of Financial Planner. Having previously held the role of Paraplanner within Gresham’s technical team after joining us in January 2016, Daniel has been…
Read More…

Posted in Gresham News | Comments closed

Life After Death – The Lesser Known Benefits of ISAs

Nature Floating Flying Flower Growth Dandelion

As of 6th April 2017, the annual ISA allowance in the UK rose to £20,000. With this dramatic increase, the previous contribution level having been set at an annual maximum of £15,240, ISAs have once again been brought into the spotlight from a saving and planning perspective. Here we look at a couple of the…
Read More…

Posted in Financial Planning | Comments closed

The Trouble with IHT Planning

gift-jeans-fashion-pack-157879

Inheritance Tax planning is a thorny issue. With an ageing population along with rising house prices and consequent value of estates, trying to avoid a large Inheritance Tax liability is something that an increasing number of people are having to consider. The current state of affairs According to the latest figures, Her Majesty’s Revenue and…
Read More…

Posted in Financial Planning | Comments closed
  • Client Testimonials

    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
  • Twitter

Main Menu