Lessons from Covid-19 – Being Prepared for the Unexpected

Five months ago, if someone had told you that there would be an outbreak of a virus that would effectively bring the world to a standstill, would you have believed it? Even now, at times it’s hard to think that any of this has happened; it’s almost as if you’ll wake up one day and…
Read More…

Posted in Financial Planning | Comments closed

Investing Through the Current Crisis and Beyond

Financial markets have seen increased volatility since the outset of the Covid-19 pandemic, and with a continual flow of new information there is no clear indication as to whether markets are priced too high or too low. With this in mind, we would like to share seven principles that we believe give a concise strategic…
Read More…

Posted in Financial Planning, Investments | Comments closed

Interest Rates and Monetary Policy – Where are we Now?

Living in a world of low interest rates is nothing new. In fact, with interest rates having remained so low over the last few years, and now at historic all-time lows – it’s hard to remember a time of high interest rates. Over the course of the last eleven years we’ve seen many countries pursue…
Read More…

Posted in Financial Planning | Comments closed

10 Financial Considerations in Light of Covid-19

The impact of Covid-19 is concerning to us all, and the effect on our lives has been significant. Most of us will have had changes enforced upon us and our normal way of life. As part of this adjustment, we’re aware that many clients have been taking the opportunity to use the time and space…
Read More…

Posted in Financial Planning | Comments closed

Avoiding the Herd… The Importance of Sticking to a Financial Plan in Times of Uncertainty

It can be tempting to take investment tips from friends or try and DIY your investment portfolio with the help of the financial columns. In fact, investors do this time and time again – we’re human beings and we’re hard wired to follow certain psychological urges. One of these is to follow the herd –…
Read More…

Posted in Financial Planning | Comments closed
  • Twitter

  • Testimonials

    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
Main Menu