Category Archives: Gresham News

Gresham to Launch Programme of Educational Events to Local Residents

We’re delighted to announce that Gresham Wealth Management is launching a programme of educational events aimed exclusively at residents in the local Hale and Altrincham area.

Having successfully been running a programme of ‘Masterclass’ events aimed at the professional community for four years, we are now opening up our doors to local people, putting on a series of presentations covering pertinent topics including investing, pensions and the economy.

The first event will be a presentation entitled ‘Property vs Pensions’. The free to attend presentation on Wednesday 7th November will look at recent changes in the legislation relating to both property and pensions, and how this affects different types of investments. Providing a detailed comparison of past performance of both property and pensions over the last 20 years, also honing in on the tax positions relating to both, the presentation provides a great deal of insight to both would-be and existing investors. Running from 6pm, there will also be drinks and nibbles provided.

Morven Millar, Director and Chartered Financial Planner at Gresham, said:

“It struck us that there are many people who may be interested in the topics we cover during our Masterclass events, yet the doors aren’t open for them to attend. The first presentation on Property vs Pensions is particularly pertinent; the population is ageing and ensuring you take the best route to prepare for retirement is vital.

“Knowledge is power when it comes to making financial decisions and unfortunately, the world of pensions often still eludes many. We are also finding that clients aren’t fully aware of the recently introduced changes surrounding buy-to-let and the impact on their property portfolios.

“Our presentation aims to help arm people with the knowledge they need to make important financial decisions confidently, from a more informed position.”

Based in the centre of Hale Village, Gresham Wealth Management has been providing financial advice to individual and family clients in the local area since 2010. With a small yet highly qualified team comprising both financial advisers and technical researchers, supported by a skilled client services team, Gresham Wealth Management hold Chartered status, giving clients reassurance that their affairs are managed professionally and responsibly.

For more information or to book a place at the event, to be held at our offices on Cecil Road in Hale, click here or call us on 0161 973 9150.


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Samantha Graduates as a Chartered Financial Planner

Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification at a graduation ceremony at the CII’s central London office on Friday 20 April 2018.

Achieving the qualification has involved Sam undertaking several years of studying and exams. Starting back in 2012, Sam firstly had to study and work towards passing the Diploma in Regulated Financial Planning. Following this, she studied for a further 3 years, attaining the Advance Diploma in Financial Planning in 2017. From here, Sam was able to apply for Chartered status.

Morven Millar, Director at Gresham, said:

“Such a high level of qualification is rarely found amongst Paraplanners and the determination and commitment Sam has shown in working towards Chartered status is admirable. Having joined Gresham in 2010, Sam is one of the firm’s longest serving members of staff. She’s also one of the most valued members of the team and we’re really proud of her achievement.”

Sam commented:

“Studying for and taking exams whilst also working full time was very difficult and stressful at times but the sense of achievement of having finally reached my goal has made it all worthwhile.

“Working towards this qualification has not only boosted my knowledge, it’s also given me a greater understanding of the role of a Financial Adviser, which I will be able to take forward when completing work for clients.”

Chartered status in the financial services industry stands proud as an indicator of the highest standards of learning and ethical behaviour.

Gresham Wealth Management is committed to providing an excellent service to clients and part of this is the continual professional development of its staff. As such, Gresham employees wishing to work towards further qualifications are given training and study support.

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Fundraising Target Hit by 10K Team

On Sunday 20th May, in glorious sunshine and 22 degree temperatures, a team from Gresham took part in Manchester’s famous 10K run. It was a fantastic day with a special atmosphere and each member of the team that took part did themselves and Gresham proud.

The team set out to raise £1500 for Headway Blackpool Wyre and Fylde, a charity supported by both Gresham’s Directors and of which Jonathan Young is a Trustee. We’re delighted to say that thanks to the generous donations of clients, professional connections, staff, friends and family, the team have been able to reach a donation total of £1500 including gift aid.

Headway Blackpool Wyre & Fylde is a charity that provides information, support and social activities for people suffering from acquired brain injuries. The charity is only small, yet aims to provide two days out per year for its members, who might otherwise struggle to get out and about.

The £1500 raised from Gresham’s efforts during the Manchester 10K will be able to fully fund the charity’s summer day trip for its members. This year, the charity has a trip to Lake Windermere planned for 50 plus of its members. Including travel to and from the Lakes in a fully accessible coach, the day trip will also include a boat trip on the lake and lunch out at a restaurant.

We’d like to say a very big thank you to everyone who donated and supported the team. We hope you’ll agree that the money raised will be used in a most worthwhile way.

If you’d like to help the Headway team make their day to the Lakes even more memorable, the team’s donation page will remain open until 20th June 2018. You can find it and donate here.

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New Role: Paraplanner Vacancy

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

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


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    Thank you so much again for your time and brilliant advice.
    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.
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    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.
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