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Happy New Year from our Growing Team!

Gresham Wealth

After a lovely Christmas break we’re back and raring to go! The start of the new year has been a busy one already with a number of new enquiries and existing client actions to oversee.

The first quarter of the new year is always busy for us in any event as we take the time to undertake client annual reviews and work towards getting everything in place for clients before the end of the current tax year.

So far as the rest of the year ahead is looking, we’ve got three of our professional masterclasses lined up with a potential ‘special edition’ fourth also in the pipeline. We also have some new initiatives planned for both internal staff and external contacts – watch this space for announcements later in the year.

As we head full steam into 2017, we’d like to take this opportunity to wish all of our clients and contacts a happy and successful year ahead.

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.