Selling a Business – The Case for Financial Planning

So often business owners prepare and plan well to build and sell their business but do so without any real thought or regard to what that means for them or their family. The time pressure of their day to day work, along with the immediacy of the deal can often take precedence over personal financial…
Read More…

Posted in Financial Planning | Comments closed

Nine Things you Need to Know about Buying a Commercial Property With a Pension

We recently blogged on the relative advantages of property and pensions as investment strategies. As part of the article, we looked at commercial property and how this can be used to combine the merits of both property and pensions. Buying a property using a pension fund comes with its own set of rules and isn’t…
Read More…

Posted in Pensions | Comments closed

10 Years on from the Global Financial Crisis

On the 15th September 2008, Lehman Brothers collapsed, and the chain reaction brought the global financial system to its knees. Taxpayers’ money was pumped into the system, but this was not enough to prevent loss of confidence and bring about the recession. It’s hard to believe that we’re now some ten years on from that…
Read More…

Posted in Investments | Comments closed

As Inheritance Tax Receipts Hit New Record High, Is Reform Coming?

According to the latest figures, Her Majesty’s Revenue and Customs (HMRC) collected £5.2 billion in inheritance tax in the last financial year (2017-18). This record sum of receipts is despite the introduction of the main residence allowance, which began being phased in at the start of April 2017 at a level of £100,000. The main…
Read More…

Posted in Financial Planning | Comments closed

What it Means to be Chartered

If you look beneath our logo on this website, you’ll see the by-line ‘Chartered Financial Planners’. But what does being Chartered actually mean? Awarded by the Chartered Insurance Institute (CII), Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour in the financial services industry. There are currently only…
Read More…

Posted in Uncategorized | Comments closed
  • Twitter

  • Testimonials

    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.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    Thank you so much again for your time and brilliant advice.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
Main Menu