0161 973 9150

Investments

05 Nov

Office of Tax Simplification Publishes First Stage of Capital Gains Tax Review

It should come as no surprise that in light of increased public spending, the government are looking at potential ways to reform the tax system….

Read More

26 Jun

Investing Through the Current Crisis and Beyond

Financial markets have seen increased volatility since the outset of the Covid-19 pandemic, and with a continual flow of new information there is no clear…

Read More

23 Jan

Investment Committee: 2019 in Review & Outlook for 2020

The dawning of a new decade may have prompted you to reflect on the past 12 months, or look ahead and make plans for the…

Read More

29 Aug

Saving for Retirement – Are you Doing Enough?

A recent report by pensions provider Scottish Widows has found that more people than ever are saving for a comfortable retirement. Scottish Widows 15th annual Retirement…

Read More

11 Jun

5 Tips on…How to Start Investing

For one reason or another, the world of investing eludes many of us. We often consider it to be beyond us, confined to the high-earners…

Read More

24 Sep

10 Years on from the Global Financial Crisis

On the 15th September 2008, Lehman Brothers collapsed, and the chain reaction brought the global financial system to its knees. Taxpayers’ money was pumped into…

Read More

14 Jun

Gresham Experts to Take the Floor for June Masterclass

The date and topic for our summer Masterclass have been set. On 27th June, Gresham will host a presentation entitled ‘Property vs Pensions’. Whilst part…

Read More

08 May

Property vs Pensions - Where's Best to Invest?

Brits have long had a love affair with residential property; the past 25 years or so has seen a significant increase in the number of…

Read More

22 Jan

Bitcoin – What do you Need to Know?

Read any article about investments over the past 12 months and you will probably find that Bitcoin features. There’s no doubt that Bitcoin has performed…

Read More

06 Nov

Legal Entity Identifiers – Why, What, When and How Much?

Legal Entity Identifier or LEI were introduced following the global financial crisis in 2008 so that all participants in the financial system would be identifiable…

Read More

27 Apr

How Biases Affect Investor Behaviour

In February, we held a masterclass for professional contacts on the topic of risk. One of the areas we looked at during the CPD session…

Read More

21 Dec

Ethical Investing – What do you Need to Know?

With issues such as global warming, recycling, the environment and cancer affecting so many of us in our everyday lives, the ethical and public health…

Read More
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.