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01 Jul

The Bank of Mum and Dad – 4 Ways to Contribute to your Children’s Future

The Bank of Mum and Dad is a widely coined phrase and is mainly associated with parents helping children onto the property ladder by way…

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22 Sep

Growth in Demand for Financial Advice for over 50s

The past 18 months has seen a rise in the number of over 50’s seeking professional financial advice, according to new research from Scottish Widows….

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17 Sep

NI Rise to Hit Working ‘Pensioners’

Around a million working pensioners face paying National Insurance (NI) contributions on their earnings for the first time ever, after an announcement that will see…

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15 Sep

Pensions on Divorce – What are the Options?

A pension can be one of the biggest assets to consider during a divorce or dissolution.  For those divorcing later in life, pensions often hold…

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03 Sep

How to Beat Inflation - Why Cash is no Longer King

We’ve all heard the old adage ‘cash is king’. For many years, having large sums of cash available would have been a fairly common scenario,…

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11 Aug

Latest News from Gresham – Summer 2021

It’s been a busy few months. Here’s an update on our latest news … As we move towards the last stage in the government’s roadmap…

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21 Jul

NS&I Green Savings Bond – Update

NS&I has confirmed that they will launch their Green Savings Bonds ‘later in the year’, although a date has yet to be confirmed. The new…

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08 Jul

The Key Factors to a Successful Retirement Strategy

During your working life, retirement can always seem a long way off; something to think about at a later date or on a rainy day….

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08 Jul

Freezing of the Pensions Lifetime Allowance

The Spring Budget announced that the Lifetime Allowance (LTA) was going to be frozen at the current level of £1,073,100 until April 2026. Although this…

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07 Jul

First Aid Training for Gresham Team

In June 2021, all our team undertook a full day’s training course on first aid in the workplace. The Covid-secure course covered what to do…

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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.