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.