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Gresham Turns Ten!

Gresham Wealth

The 1st April 2020 saw Gresham Wealth Management turn 10 years old.

If there was one way we hadn’t imagined celebrating our milestone birthday, it was being in Covid-19 lockdown! We had so many big things planned, including a team outing to London with a celebratory meal, as well as an event for our clients. It seems odd to not even have been able to celebrate with our team – with everyone working from home, we couldn’t even share the special day with the very people who make and have made Gresham the firm it is today.

Despite the unusual circumstances, we didn’t want to let the occasion pass without mention. With so much terrible news around, this is one piece of positive news that we wanted to share.

From the team members and clients who have been with us since day one, right through to our most recent recruits and new clients, it’s only right to express our gratitude. So thank you to every single individual, couple, professional contact and company who have helped and supported us along the way.

Just because we haven’t been able to celebrate at the time we intended, it doesn’t mean the party is cancelled. We are still planning to go ahead with everything we had lined up, it will just be a case of doing it later in the year, when it’s safe and appropriate to do so.

One thing is for sure, when we come out the other side of this, the celebrations will be worth the wait!

Morven and Jonathan


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.