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Latest News from Gresham – Summer 2021

Gresham Wealth

It’s been a busy few months. Here’s an update on our latest news …

As we move towards the last stage in the government’s roadmap to ease restrictions, we look forward to welcoming the team safely back into the office from 19th July onwards. A hybrid model of working will be available to those members of staff that wish to take advantage of flexible working, with the working week being able to be split between home and office. With the majority of the team now having been double vaccinated, and with ample office space for social distancing, the transition back to the office should be smooth and provide a safe environment for staff and clients alike.  

As part of our programme of growing internal talent, we are delighted to announce that Samantha Brannigan and Lewis Marsh will begin a six month training programme to become financial advisers. Both Samantha and Lewis already hold Chartered Financial Planner status with the CII/PFS and are long-standing, valued members of the team. This is an exciting time for them as individuals and for our team as a whole. We will be looking to take on a further financial analyst to join our paraplanning team to facilitate the promotions.

We also launched our new website in July. Designed for optimum appearance on both computer screens and mobile devices, the new website is just another step forward in our ongoing evolution as a firm.

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.