Full House For First Masterclass of the Year

The first Gresham Masterclass of the year was received with enthusiasm by local professionals, with a capacity turnout today. The event, which was the first of three planned Masterclasses for 2016, saw over 25 solicitors, accountants and tax advisors from the Manchester business community attend over two sessions at our offices in the centre of Hale.

The topics covered during the session were chosen based on feedback from previous Masterclass attendees. Firstly, JP Morgan provided an insight into the current state of the markets, providing commentary on factors set to influence the economy and the markets over the coming 12 months and beyond.

Following this, Standard Life gave us an overview of pensions and how the new rules may affect clients; in particular in relation to death benefits and the implication of recent changes on high earners.

Comments from the event included: “Excellent overall. Lots to think about!”, “two very interesting and thought-provoking presentations” and “excellent quality of speakers & slides etc.”

Morven Millar, Director at Gresham Wealth Management commented:

“Our Masterclass events have proven extremely popular with local professionals, with the number of attendees having doubled since we launched the concept last year. There certainly appears to be an appetite for events of this nature and as such, we will be looking at further topics and events throughout 2016.”

For more information about any of the topics covered, or to register your interest for future events, please contact us.

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.

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