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Masterclass Series Concludes for 2016

Gresham Wealth

Last week saw us hold our final Gresham Masterclass event of 2016. This time looking at the changes surrounding UK Resident Non Domiciled individuals (UK RND’s), as announced in the July 2015 and March 2016 UK Budgets, we were delighted to welcome Steve Sayer, Senior Wealth Planner from Lombard International Assurance as our speaker. Steve covered what the changes may mean for UK RND’s and looked at a number of potentially suitable financial planning methods for clients in this category.

Over 25 professionals attended over the day’s two sessions, each receiving 1.5 CPD points.

We have been delighted to receive some excellent feedback following the event, including: “excellent presentation, very useful”, “a very good presentation covering lots of relevant topics” and “excellent venue and content of seminar”.

The last 12 months have seen over 75 professionals attend our three Masterclass events, held at our offices in the centre of Hale. With each session focusing on a different topic, the events have been varied and have been met with great enthusiasm and support from the local business community.

Plans are already underway for our 2017 series with some fantastic topics and speakers already lined up. The first Masterclass of the year will be held in February, details of which will be announced in January 2017.

For more information about Gresham’s Masterclasses, or to register your interest to attend future events, please contact us here.

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.