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Latest News

01 Jul

The Bank of Mum and Dad – 4 Ways to Contribute to your Children’s Future

The Bank of Mum and Dad is a widely coined phrase and is mainly associated with parents helping children onto the property ladder by way…

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13 Jun

The Truth Behind the Pension Myths

A recent report by the Work and Pensions Committee found that savers ‘struggle to navigate the pensions minefield’. Despite pensions being vital to support income…

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13 Jun

Help for Ukrainian Family

The Gresham team has received a letter of thanks after making a donation to a family from Ukraine who are staying in the local area….

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04 May

Team Expansion! New Technical Analyst Joins our Team

Gresham Wealth Management has appointed a new Technical Analyst to our team in support of our growth plans. Kieran Mawdesley joins Gresham’s technical advisory team…

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04 May

Promotion for our Team Members as our Financial Adviser Team Grows

Two of our team members have been promoted into Financial Adviser roles, having both been with the business for many years in a Technical Adviser…

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16 Mar

5 Questions to Ask Ahead of the New Tax Year

With the clock ticking before the end of the current tax year on 5th April 2022, the countdown is on to make the best use…

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10 Feb

Meet the Team - Samantha Brannigan

Our team are a pivotal part of what we do. Here, we meet Samantha Brannigan, who is soon to take on the role of Financial…

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09 Feb

Passing on Pensions – 3 Key Questions to Ask

The introduction of pension freedoms in 2015 changed the landscape regarding passing on wealth – with pensions becoming a much more attractive option via which…

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09 Feb

The Do’s and Don’ts of Protection

We’re all used to paying for car insurance and home insurance, but what about protecting the most important thing in our lives – our family?…

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20 Jan

Pension Savers Need More Support to Make Better Decisions, Report Finds

A Government report has said that millions of older savers are struggling to navigate a “pensions minefield” and need more support to make better decisions….

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06 Jan

Financial Planning Resolutions for 2022

The start of a New Year is a great time to take stock and make plans for the future. Financial plans often feature high up…

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05 Jan

The Ones to Watch in 2022

The past couple of years have been plagued by uncertainty for many of us, and as we head into 2022, the picture remains unclear in…

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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.