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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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04 May

How to Get Ahead this New Tax Year

The new tax year is underway and with a new set of allowances available, clients now have the opportunity to look at their investments afresh…

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23 Mar

How is Your Money Protected? – A Reminder of Available Protections

The news of bank runs, and government bailouts have made an unwelcome return to headlines in recent weeks. Understandably, a number of clients have raised concerns…

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15 Mar

Significant Changes to Pensions Announced in Spring Budget

The Chancellor’s Spring Budget has brought about significant changes for pension savers. In his announcement today, Jeremy Hunt confirmed the Lifetime Allowance will be abolished…

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08 Mar

Opportunity for Voluntary NI Contributions towards the Full State Pension - Extended until 31 July 2023

For men born after 5 April 1951 and women born after 5 April 1953, there is still a narrow timeframe to potentially boost State Pension…

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29 Jan

How to Make the Most of your Annual Review

As part of our ongoing service to clients, we provide the opportunity of an annual review. This is a scheduled meeting with your adviser that…

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16 Jan

Keeping Pension Savings on Track in the Cost of Living Crisis

When times are hard financially, it is understandable to look for ways to cut costs. In an attempt to try and reduce monthly outgoings, it…

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02 Jan

Back to Basics – Making the Most of Cash Savings

In June 2023, the Bank of England’s Monetary Policy Committee (MPC) voted to raise interest rates to 5 percent.  With the Bank of England base rate now…

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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.