0161 973 9150

Five Reasons to Attend our Professional Masterclass

Gresham Wealth

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.



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.