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A Busy Summer and Anniversary Celebrations

Gresham Wealth

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 qualifications as part of their ongoing professional development. Congratulations to Becky Sugden, Samantha Brannigan and Lewis Marsh, who have all excelled in their respective achievements.

Time is flying by and it’s hard to believe that Gresham is now in its seventh year. We would like to take the opportunity to thank clients and contacts for their ongoing support. The volatility of the markets has certainly kept us busy over this period, as have the many changes brought in under ‘pension freedoms’. In a post-Brexit world, we will no doubt be challenged even further over the coming months and years.

It is also 2 years since we moved offices to the centre of Hale village. Over this time we have enjoyed becoming part of the local business community in Hale and Altrincham; meeting up with professional contacts old and new! With a fantastic boardroom and plenty of floor space, our offices provide the perfect space for events, such as our Professional Masterclasses sessions, which have also heralded great feedback from those in the locality.

In what is set to be another busy few months ahead, we will continue to keep you informed in relation to important developments and how they might affect you. In the meantime, if you would like further information on any aspect of financial advice or wealth management, please don’t hesitate to get in touch.

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.