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Gresham Turns Ten – Memories from the Gresham Team

Gresham Wealth

The start of April saw Gresham Wealth Management turn 10 years old.

Before the outbreak of Coronavirus, we had a number of celebrations planned. These have obviously had to be postponed until a later date when it will hopefully become safe to join together once more.

As a way of marking the milestone in a virtual way, some of our team have shared their favourite memories from their time at Gresham.

Alison Reeves – Technical team

“One of my standout memories has to be achieving Chartered Status and graduating at a ceremony in London last year.

“Obviously this was a personal achievement, but one that I couldn’t have met without the support of Gresham. Not only do Gresham fund the exams for employees, they also allow time off for study leave in addition to annual leave.

“Becoming Chartered has given me a real confidence boost and has also equipped me with in-depth knowledge that I have been able to apply when undertaking client work.”

Samantha Brannigan – Technical team

“There is lots to celebrate from both a business point of view and also personal achievements, which for me include achieving Chartered status.

“One of the things I am proudest of is the amount we have been able to contribute to charity over the years, in particular the annual Christmas gifts we purchase in association with Barnardos. This started off as an idea to replace secret Santa with a charity donation instead, and has grown to the point where we have now purchased hundreds of gifts for children who might not otherwise receive anything at Christmas.

“Gresham really does have an ethos of ‘giving back’ – and this is something that we can all be proud of”.

Lorna Jervis – Client relations

“Having been with Gresham during the preparation period for set up and our first opening day, I have many memories from over the years. The things that stick out the most are the key milestone events – such as the opening of our first office in Sale, the start of our journey (we even had a ribbon cutting ceremony, although the pics seem to have disappeared!) and then later as we grew, our office move to Hale.

“We are a small, hardworking team and have grown in numbers over the years, to what is now a great group of people to work alongside.

“Team nights out in Summertime and Christmas are a great reward and a chance for us all to enjoy time together outside the office. Over the years we have been to several new and exciting venues and have also attended numerous events in support of charities.

“These last 10 years have simply flown by and I’m looking forward to the next 10!”

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.