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30 Mar

COVID-19 Have We Been Here Before?

The answer to this is both yes and no. COVID-19 poses a great threat to the health of us all and through this time, we…

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17 Oct

Inheritance Tax Receipts Reach £5.4 billion

Statistics released by HMRC in September 2019 have shown a record £5.4 billion in inheritance tax (IHT) receipts. The figures, which relate to the 2016/17…

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28 Jan

Top Tips for Investors in a Volatile Market

Volatility has returned to the markets – in a big way. Those that have invested in the stock market over the few years prior to…

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03 Aug

What it Means to be Chartered

If you look beneath our logo on this website, you’ll see the by-line ‘Chartered Financial Planners’. But what does being Chartered actually mean? Awarded by…

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06 Nov

Inheritance tax planning - gold eggs in nest

Inheritance Tax Reforms – What do you Need to Know?

The Chancellor’s emergency budget back in July brought about many changes that impact future financial planning. One widely welcomed announcement was the introduction of main residence…

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11 Sep


Wingwalk for BASIC

Morven has recently completed a Charity Wingwalk for BASIC (Brain and Spinal Injury Charity) based in Manchester. Morven and Gresham Wealth Management Ltd have supported…

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22 Jul

Gresham are on the Move!

The team at Gresham Wealth Management have now move to fantastic new offices in Hale. The business has also undergone a rebrand, so it is…

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19 Jul

Tax and Benefits Reform: Child Benefit

The coalition Government has a real problem to overcome if it is to reform the tax and benefits system. The tax system is based on…

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19 Jul

Pension Changes – Annual and Lifetime Allowances

The Treasury has announced that the annual pensions allowance will be lowered to £50,000 from April 2011 from its current level of £255,000. The lifetime…

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19 Jul

Compulsary Pensions and Nests

The coalition government is to press ahead with a Labour scheme to force all UK firms, regardless of size, to automatically enrol their staff into…

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19 Jul

Act now, while 'stocks' last.....!

As the Christmas and New Year festivities fade into memory it may now be time to re-focus your attentions on your financial affairs.  We are…

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19 Jul

Proud to be Chartered Financial Planners

Gresham Wealth have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for…

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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.