Category Archives: Gresham News

New Role: Paraplanner Vacancy

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Gresham Wealth Management is looking to recruit a Paraplanner to join our team. The vacancy has arisen due to recent growth and internal promotion. The Paraplanner role represents an excellent opportunity to make a real difference working within a small, closely knit team (4 Financial Planners, 4 Paraplanners, 4 Client Services Administrators).

As a Chartered firm of financial planners, Gresham is committed to providing an excellent service to clients and an environment of continuing professional development for staff. This provides the firm’s employees with the opportunity to work in a supportive team environment where progression is strongly supported.

Key Responsibilities for the role include:

  • Conducting research and preparing reports for financial advisers
  • Absolutely critical to this role are high level literacy and numeracy skills, both written and verbal. Maths and English GCSE equivalent grades, B or above
  • Experience of writing suitability reports would be highly desirable
  • Preparing annual reviews
  • Providing technical support the successful Financial Planners of the business
  • General office duties as and when required
  • Preparing illustrations for Advisers using various different websites and tools
  • Understanding of Personal Pension administration

The successful candidate will have the following:

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Excellent time management skills are essential, together with open communication and a great work ethic
  • The ability to manage a number of cases simultaneously

This role will suit a Paraplanner with some previous experience looking to work in a small team environment where their contribution will be valued.

Alongside a competitive salary, discretionary bonus scheme, company pension scheme and generous holiday entitlement, including a day off on your birthday,  Gresham Wealth Management provide employees with exceptional training and study support for those wishing to work towards further qualifications.

For more information on the role and to apply, please email us here.

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Gresham Take on Manchester 10K for Headway

Gresham take on 10k rectangle

A team from Gresham Wealth Management is taking on the Great Manchester 10K this year in aid of a North West charity.

Alison Reeves, Samantha Brannigan, Becky Sugden, Daniel Ardern, Matthew Young, Chris Dent, Emma Young and Charlotte Young will all don their running shoes on 20th May 2018 to fundraise for Headway Blackpool Wyre & Fylde.

Although it hasn’t been running weather of late, the team have still been keen to get themselves ready for the big day. With only two months to go until the big day, training is underway and fundraising has now commenced!

The team has chosen to support Headway after one of Gresham’s Directors became involved in working with the charity. Jonathan Young became involved with supporting the charity in 2016 after he was invited to join Headway as a Director and Trustee.

Jonathan commented:

“Becoming involved with Headway has opened my eyes to the everyday struggles brain injury sufferers have to contend with. A severe brain injury can come as the result of a traumatic accident or sudden illness – something that any of us could potentially experience out of the blue at any point in our lives.

“Whilst treatment is initially available to survivors of brain injury, access to ongoing support ad therapy is very limited. The work that Headway does in helping to fill in the gap by providing social and professional services for members is invaluable to its members.”

The Headway Blackpool Wyre & Fylde branch was formed in 2010 when Patrons Ian and Karen Kendrick’s son suffered a brain injury and was not able to travel the distance to other Headway groups or branches. Since then, the charity has grown in the services it provides and became an independent registered charity in 2014.

Running regular sessions for its members, including bimonthly drop-ins, annual events and days out, as well as access to professional services such as anger management, relaxation and physiotherapy, Headway’s services are a great support to both the members and their families – who often also become affected by the ongoing effects of their loved ones’ injuries. Additional money from fundraising will help to increase the support on offer to brain injury survivors and their families across the Fylde coast.

To support Gresham’s 10K team by making a donation to Headway, please visit their fundraising page.

To keep up to date with the training and fundraising progress of our 10K team, follow us on Twitter @Greshamwm and LinkedIn.

For more information on Headway Blackpool Wyre & Fylde visit http://headwayblackpool.co.uk/

 

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Gresham Team Give the Gift of Christmas to Local Children

Xmas gifts 2017

The Gresham team has bought a bumper crop of presents this year for a local children’s charity in our annual Christmas campaign. In this fourth year of supporting Wythenshawe Barnardo’s Children’s Centres, we have been able to buy gifts for 13 children to hopefully bring some festive cheer on Christmas Day.

Our festive charity gift campaign started in 2014 after Samantha, who is a Paraplanner on our technical team, suggested that instead of spending money on novelty gifts for each other, we combined our secret Santa spend to contribute to a more meaningful cause.

Wanting to keep things local, we found Wythenshawe Barnardo’s Children’s Centres. Each year, the Barnardo’s teams at the Children’s Centres in Wythenshawe supply us a list of children from disadvantaged backgrounds, along with their ages. One afternoon in the run up to Christmas, our team go out shopping to buy gifts for each of the children listed. The gifts are then delivered to the children by the Barnardo’s team in Wythenshawe in time for Christmas Day.

This year, with a little help from Gresham’s Directors, our charitable fund was £500, which allowed us to buy gifts for 13 children. In addition, this year we were also able to buy some essential food and drink items to top up the food banks also based at the various Barnardo’s Children’s Centres in Wythenshawe.

Morven Millar, Director at Gresham, commented:

“This is the fifth year we’ve supported our local Barnardo’s Children’s Centres and it’s a tradition we’re proud to be able to uphold. Our team love getting involved and going to buy the gifts for the children, who might otherwise not receive anything at Christmas time.

“Amongst the hustle and bustle of this time of the year, we should all take a moment to reflect on how lucky we are and spare a thought, a bit of money and some time for those that are less fortunate”.

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New Financial Planner Joins the Ranks at Gresham

Daniel-horizontal

We’re delighted to announce that as of 2nd October, we have a new Financial Planner in our team. Daniel Ardern recently attained Chartered IFA status and has been promoted to the role of Financial Planner. Having previously held the role of Paraplanner within Gresham’s technical team after joining us in January 2016, Daniel has been working towards achieving Chartered status over the past 18 months.

Daniel will advise clients across all aspects of financial planning, including investments, pensions, retirement planning and protection. His promotion takes the number of full time advisers at Gresham to four.

Director Morven Millar, Director, commented:

“Daniel has done an excellent job studying for his qualification whilst also dealing with a demanding job as a Paraplanner. We’re really delighted that he’s now qualified and can begin to build his own client base to allow the business to grow further.

“We now have two Chartered Financial Planners under the age of 35 at Gresham – something we’re very proud of. Having advisers of the next generation has always been important to us as a firm and we look forward to supporting Daniel into the next stage of his career.”

Daniel commented:

“Qualifying as a Chartered Financial Planner is a big milestone for me as it’s something I’ve been working towards for many years. I’m really grateful to have had the support of the Directors at Gresham, who from the start have encouraged me in my ambitions and paved the way for me to achieve them.

“I’ve got an excellent platform to build upon now and I’m excited about what the next few years has in store.”

 

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A Year is a Long Time in Politics! New Gresham Masterclass

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After what has been a fascinating year in politics, both at home and overseas, we’re delighted to be holding a new Masterclass later in the month to reflect recent events and their impact. Following on from his visit in June last year prior to the Brexit referendum, we’re delighted to be welcoming Alastair Irvine back to Gresham on Wednesday 21st June. Taking a look at the significant political events of the last 12 months, Alastair’s presentation will give an overview of the economic impact of the following:

  • Brexit – one year on
  • Article 50: the UK position
  • The changing face of European politics
  • Trump: a riddle inside a mystery inside an enigma?
  • Trump’s economic agenda
  • The Trump Trade

Finally, Alastair will discuss the prospects for inflation, interest rates, and equity and bond markets.

As an engaging and charismatic speaker in addition to being one of the UK’s leading economists, we’re sure that the session will be one all those in attendance will both enjoy and glean useful information from.

The event is open to all professionals to attend free of charge. As ever, we will be holding 2 sessions on the day to accommodate professional contacts – a breakfast session and one over lunch.

We have already had a significant number of registrations, so if you are interested in attending, please do get in touch at the earliest opportunity.

Event Timings:

Breakfast session – 8 am – 10 am. Breakfast provided.

Lunchtime session – 12 noon – 2 pm. Lunch provided.

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  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

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  • Client Testimonials

    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.
    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.
    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.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thank you so much again for your time and brilliant advice.
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    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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