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Great Feedback from Final Masterclass of the Year

Gresham Wealth

Our third and final masterclass of 2015 took place last week and we received some excellent feedback. Following on from changes announced by the government earlier in the year, the event saw us turn our attention to the topic of Inheritance Tax.

Due to popular demand, we held two sessions this time – a breakfast seminar in the morning and then a further session at lunchtime.

Feedback from the event included:

“Many thanks – very useful”.
“The presentation about the life assurance was really helpful especially the accumulation and maintenance plan”.
“Very well organised”.
“Very interesting – great session”.

As one of the few financial planning firms in the North West registered for CPD, all of the professionals that attended received 1.5 CPD points.

Having now brought a close to our Masterclass series for 2015, we would like to thank all of the speakers that have participated in this year’s sessions. In addition, thanks to all of the professionals that attended – we hope you found the sessions as enjoyable and informative as we did.

We are already looking forward to putting together a great programme of topics and speakers for next year. Having gauged interest in topics from our previous attendees, we hope the sessions for 2016 will prove just as useful for the professional community.

Our masterclasses are always popular and we have limited availability, so be sure to look out for updates about our next event, to be held in February 2016.

Remember that as well as being used for our own events, we are happy to offer our boardroom for fellow professional contacts to utilise for their own sessions free of charge.

Based in the centre of Hale, our offices are in a convenient location for clients to access, with space for up to 20 delegates in the room. For more information, please get in touch with 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.

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.