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01 Jun

David Kershaw

Growth at Gresham

We are delighted to confirm the appointment of experienced paraplanner David Kershaw as a technical analyst at Gresham. David has spent more than 25 years…

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24 Apr

Research Reveals Lack of Confidence in Accessing Pension Savings

Recent research by Standard Life has revealed that more than three-quarters (77 per cent) of adults in the UK do not feel confident about accessing…

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24 Apr

NS&I Launch British Savings Bonds

The launch of NS&I’s new ‘British Savings Bonds’ is an interesting development for savers and investors alike. Announced in the Chancellor’s Spring Budget in March…

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06 Apr

How to Get Ahead this New Tax Year

Several of the tax and investment allowances afforded to individuals come to an end on 5th April each year, with a new set coming into play…

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26 Feb

Cost of a ‘Moderate Retirement’ Jumps by over 25%

The Pensions and Lifetime Savings Association (PLSA) has recently conducted research revealing that a couple now needs £43,100 as an annual income in retirement to…

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14 Dec

The Importance of Safeguarding Your Digital Legacy

As technology continues to advance at an unprecedented pace, our lives have become increasingly intertwined with the digital world. From online banking to social media…

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13 Dec

Autumn Statement 2023 – The Devil is in the Detail

This last fiscal Statement of 2023 has been and gone without a great deal of fanfare. The Chancellor announced various measures designed to stimulate growth…

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12 Sep

Wills and Charitable Giving: A Powerful Combination for Estate Planning

When it comes to estate and financial planning, much of the focus is often on ensuring your estate is effectively distributed amongst family members and…

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12 Sep

Inheritance Tax Receipts on the Rise

In recent years, inheritance tax (IHT) collections have seen an unprecedented rise, leaving many individuals and families concerned about the financial implications of passing on…

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22 Jun

Investing for Children – Some Quirks to Consider

As parents, we want the best for our children, and it’s natural to want to give them a head start in life. One of the…

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22 Jun

Financial Resilience and Controlling Your Wealth With Confidence

At Gresham, one of the main objectives is for our financial advisers to arm our clients with the knowledge to ‘control their wealth with confidence’….

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04 May

Investing – It’s a Marathon, Not a Sprint

With marathon season in full swing this got us thinking about the investment process, and how there are many comparisons to be drawn between running…

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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.