Category Archives: Events

First Gresham Masterclass of 2019 to Look ‘Beyond Brexit’

Brexit remains the word on everyone’s lips.

What will the outcome of negotiations be?

How will the UK economy be affected?

What will be the impact be in the short and long term?

At this stage, there are still more questions than answers.

With so much continued uncertainty, our next Masterclass will look beyond 29th March at the impact that different outcomes may have on the UK stock market. In particular, on the back of escalating trade tensions, fears over a slowdown in global growth and currency fluctuations, we will be looking at smaller UK companies (small caps) as an opportunity to achieve positive investment returns.

Taking place on Wednesday 6th March, Beyond Brexit: Are UK Small Caps Entering a Bull Market? will look at several factors that have the ability to impact different categories of stocks, and the influence of recent global events on volatility across markets.

Key event information

Date: Wednesday 6th March.

Time: 8:00 am breakfast & networking, 8:30 presentation start.

Booking: Free of charge, reserve your place here.

Our speaker

Presenting this topic will be Gervais Williams, Fund Manager and Senior Executive Director at Miton.

Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to just under £2.0bn. His fund management career extends over 30 years including 17 years at Gartmore. Gervais is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He has written three books ‘Slow Finance’; ‘The Future is Small’; and his most recent book ‘The Retreat of Globalisation’.

CPD points

Gresham Wealth Management is one of the few firms of financial advisers in the North West that is registered to deliver CPD training. Professionals attending this event will receive 1.5 CPD points.

Book your place

Our Masterclass events are designed to inform and educate those in the professional services industry about the different areas of financial planning. Particularly aimed at solicitors and accountants, we help you to be better informed so you can service your own clients from a position of knowledge.

These events are always popular and we only have limited capacity. For this event in particular, we anticipate high demand. So if you wish to attend, we advise that you reserve your place as soon as possible by registering here.


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New Event: Property vs Pensions

If you’ve been in the fortunate position to have money to invest for your future, you may have considered whether a property or a pension would deliver the best return. Whilst many people like the tangible nature of property, pensions too have an important part to play with a view to long term planning.

Although property has enjoyed a good run over the last decade, the introduction of the Stamp Duty surcharge, new restrictions on tax relief and the potential for interest rate increases in the months and years ahead combine to make investing in rental property a less attractive proposition than it once was.

Over the same period of time, pensions have fallen into the spotlight as an investment vehicle; particularly with the flexibilities offered under ‘pension freedoms’.

In association with Pro Manchester, Becky Sugden and Daniel Ardern of Gresham Wealth Management will address the topic of property vs pensions over the course of a breakfast seminar. Taking place on Tuesday 24th April, the session will look at the area of long-term investing, focusing in particular on property vs pensions and the relative benefits and drawbacks of both approaches.

The presentation will also cover:

  • Different types of personal pensions available
  • Commercial property and how this can be purchased by a pension
  • How pensions and property can be used to complementary effect to accumulate wealth and meet retirement needs & requirements.

Key Event Information

Date: Tuesday 24th April

Time: 8:00 am

Place: Gresham Wealth Management, Cecil Court, 28-36 Cecil Road, Hale, WA15 9PB

To book your place on this event, please click here.

The presentation is free to attend for Pro Manchester members.


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Gresham to Speak at Forthcoming Chamber Event

Gresham Wealth Management has been announced as the headline speaker at the first Altrincham and Sale Chamber event of 2017.  The seminar, which will form part of the ‘Breakfast Matters’ event on 12th January, will be delivered by Becky Sugden, Chartered Financial Adviser. During the session, Becky will take the opportunity of the dawning of a new year to look at financial planning strategies to set you off on the right foot for the year ahead.

The session will give a useful overview of steps that can be taken in the short, medium and long term and will also provide attendees with five financial planning considerations to take away and potentially take action on.

Becky commented:

“The start of a New Year is the ideal time to reflect and make plans for the year ahead. Just as we make resolutions for other aspects of our life, so too should we make plans for our future finances. It is important to recognise that even small changes can cumulatively make a big difference – everyone has to start somewhere.

“With so much volatility and change recently in the political and economic spheres, now is a particularly good time to take a fresh look at the best approach for you and your money.”

The event takes place on Thursday 12th January at the Cresta Court hotel in Altrincham, starting at 8:30am and running until 10:00am.

As the first Altrincham and Sale Chamber event of 2017, the session, which also includes networking and breakfast rolls, is expected to have a strong turnout. The monthly Breakfast Matters events are always well attended by business owners and professionals from the local area, regularly achieving attendance levels of over 60 people. For further information and to book your place, visit the Chamber website



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New Masterclass Announced: More Changes Ahead for UK Resident Non Domiciled Clients

We are delighted to announce that a date and topic have been set for the next in our series of Professional Masterclass events. To be held on Wednesday 19th October, the title for the session will be “More Changes Ahead for your UK Resident Non Domiciled clients”.

To guide us through this topic, we’re delighted to be joined by Steve Sayer, Senior Wealth Planner from Lombard International Assurance. Steve will update us on the changes surrounding UK Resident Non Domiciled individuals (UK RND’s) announced in the July 2015 and March 2016 UK Budgets and the impact of the changes on clients who fall in this category, in particular in relation to their existing planning.

The presentation will also cover:

– Uncertainties for UK RND clients with Trusts
– Planning ahead – what can still be done in terms of planning
– Simplified planning using insurance (incl.US/UK)
– How policies can be structured like a Trust

CPD Points

We hope you will be able to join us for what is set to be a fascinating presentation. Accountants and solicitors alike will benefit from attending; gaining a valuable insight for themselves and their clients.

As Gresham is a CPD accredited organisation, all professionals in attendance will qualify for 1.5 CPD points. For further information about other Masterclasses we have held and to view feedback from previous attendees, please see our recent article.

This will be our final masterclass event for 2016 so should you wish to attend, we advise that you let us know as soon as possible.

Event Timings

Due to oversubscription at previous events, we will be running two sessions during the day – one in the morning over breakfast and the other at lunchtime.

Morning Session:

Arrival and breakfast – 8:00am
Start time – 8:30am
Finish – 10:00am

Lunchtime Session:
Arrival and lunch – 12:00pm
Start time – 12:30pm
Finish – 2:00pm


We have already had a number or pre-registrations for this event and anticipate that demand will be high. As places are limited, we would advise getting in touch with us early in order to secure your place.

For more information or to book on to either the morning or afternoon session, please contact us.


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Five Reasons to Attend our Professional Masterclass

Over the past 18 months, Gresham has held a series of Masterclass events aimed at educating fellow professionals across a number of topics related to investment and the financial services industry. The seminars have attracted a great deal of interest and so far we have welcomed over 100 professionals from across the North West through our doors.

Having reached this milestone and with the next event on 19th October approaching fast, we thought we would take a look back over the masterclasses held to date and provide five reasons why professionals should consider attending future events.


The original purpose of launching our masterclasses was to give solicitors, accountants and tax advisers a greater insight into the often perplexing world of financial services. The format of the events was developed to educate those in the professional community, broadening their horizons as to the factors influencing financial planning and investments. In turn, we hope this will provide information to take forward in their everyday dealings with clients and potentially use to benefit their own circumstances. With this in mind, we have covered a variety of topics, mixing them up throughout the year. Previous sessions have covered as diverse a range of topics as pensions, inheritance tax, oil prices and Brexit.

Gain valuable insights from industry experts

For each session, we bring in an external speaker to present, providing an excellent opportunity to gain insight directly from experts in their field. Topics are chosen based on requests from attendees and a relevant and engaging speaker is secured thereafter. Past speakers have included leading individuals from the following organisations: Jupiter Asset Management, Standard Life, JP Morgan, Unicorn Asset Management and Lombard International Assurance.

Earn CPD points

CPD is a necessary evil for many professionals. So why not earn points whilst doing something valuable with your time? With each of our sessions counting for 1.5 CPD points, you can gain 4.5 points from attending our three masterclasses held throughout the year. What’s more, the sessions are free to attend, so the only investment needed is your time.

Network with fellow professionals

With up to 20 people at each event, we get a nice mix of professionals from near and far attending the sessions. The numbers are deliberately capped at this size in order to promote discussion and interaction throughout the event. To make the networking time even more appealing, we even feed you! Depending on the session you attend, you’ll get a catered breakfast or lunch, including healthy options for those of us watching the waistline!

Choose the time slot to suit you

Due to the ever increasing popularity of our masterclass events, we now offer two slots from which attendees can choose. For the early birds, we have a breakfast session which starts at 8am or alternatively, there’s a lunchtime slot starting at 12 noon. From start to finish the events only last 2 hours, so you can be away and back to your desk within no time!

Don’t just take our word for it…

We’ve received some excellent feedback from our previous sessions. Past comments from attendees have included: “great presentation, very relevant”, “very engaging and informative”, “extremely strong presenter, remarkably insightful and well delivered” and “excellent, just perfect”.

For more information about the next Gresham Masterclass, to be held on 19th October 2016, or to get your name added to our database for information about future events, please contact us here.



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    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.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
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    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.
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