Professionals Out in Force for Masterclass Event

We have received some excellent feedback following the latest Gresham Masterclass, which was held on 17^th June. The event, which was attended by 15 professionals from the Hale and Altrincham area, covered key points from the general election, as well as an overview of the fall in oil prices and the resulting impact on the economy. Held at our office in Hale, the seminar was the latest in a series of events aimed at accountants, solicitors and professional advisors.

Morven Millar, Director at Gresham, said:

“We always receive excellent feedback on our training and masterclass events. Not only do professionals get the opportunity to pick up useful information on financial planning topics, and CPD points in the process, but it’s also a good chance to network. We’re lucky enough to have a fantastic office space and generous boardroom, allowing plenty of room to have a good mingle over coffee and breakfast”.

Comments from the event’s attendees included:

“Would be an excellent talk for selected clients”, “really interesting and informative” and “a very interesting presentation”.

Gresham is one of the few financial planning firms in Greater Manchester that is accredited to deliver CPD training. In addition to masterclass events, Gresham regularly deliver tailored training sessions to in house teams at solicitors and accountancy firms.

Our next masterclass event will focus on inheritance tax and will take place in October. Watch this space for the time and date announcement.

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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.

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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.

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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.

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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.