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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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14 Dec

Our Charitable Christmas Gift Appeal Returns

Gresham’s annual gift campaign to support a local children’s centre has returned in style for 2022, and although the centre in Wythenshawe has now changed…

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28 Nov

Autumn Statement Summary

Following a somewhat chaotic year for the Conservative party, the current Chancellor, Jeremy Hunt, looked to balance the books and future tax increases seemed inevitable….

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21 Nov

3 Things to Remember During Times of Volatility

As humans, we are hard-wired to respond emotionally to change. As a result, the return to volatility in markets has understandably unsettled many investors. With…

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14 Nov

Divorcing Couples Fail to Recognise Value of Pensions

Research by Legal & General has highlighted that pensions continue to remain an under-valued asset in divorces, with 31% of women in their 60s saying…

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15 Sep

Her Majesty Queen Elizabeth II

Our team join the nation in mourning the passing of Her Majesty Queen Elizabeth II.  As the longest-reigning monarch in British history, Her Majesty represented…

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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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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.