No More Excuses – Overcoming the Barriers to Financial Planning

It’s all too easy to make excuses in life – whether in relation to exercise, diet or any other aspect of our lives, many of us put things off until tomorrow rather than being disciplined and seizing the moment. The same applies to making financial plans despite the fact that the act of engaging a…
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New Year’s Resolutions for Your Finances

New Year is a time for goal setting and objective making, as well as those notorious new year’s resolutions! Just as we make plans for other areas of our lives, so too should we consider what improvements we can make to our financial outlook. Here are some areas you may wish to consider looking at…
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Gresham Gift Campaign Reaches 5 Year Milestone with Bumper Gift Haul

Gresham’s annual Christmas campaign to buy gifts for disadvantaged children in partnership with the Barnardo’s Children’s Centres in Wythenshawe has begun, with this year’s present haul being the biggest to date. 6 members of our team have completed their annual trip to the shops to buy presents for children in the local area, with all…
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Charitable Giving – the Benefits of Giving Back

I have the pleasure in working with a number of clients who choose to make charitable donations on a regular basis or have made significant gifts to charity following receipt of a lump sum payment. In making charitable donations to support causes or organisations that you feel passionately about, many of the tax benefits associated…
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Is it Time to Take a Drawdown Reality Check?

Reaching retirement is a huge milestone for anyone. If you’ve been able to build up a significant retirement pot in a pension, have other savings such as ISAs or investments, or maybe a combination of all three, you may feel like you’re set for the rest of your life and can live your retirement in…
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    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thank you so much again for your time and brilliant advice.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
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