As financial planners, we’re always talking to clients about risk. When we take on a new client, risk is always an important topic of discussion because attitude to risk – be it cautious, moderate, balanced or adventurous – will have a direct impact on the investment strategies we implement on their behalf. When we have…
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Auto-enrolment seems to be working. According to figures recently released by the Office for National Statistics (ONS), the proportion of employees contributing to a company pension in 2017 reached 73 per cent, up from less than 47 per cent in 2012. This means that the introduction of auto enrolment has led to 9.5 million more…
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The date and topic for our summer Masterclass have been set. On 27th June, Gresham will host a presentation entitled ‘Property vs Pensions’. Whilst part of the appeal of our Masterclass events is usually the external speakers we bring in, this time we’ve decided to shake things up and utilise our very own experts! Financial…
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Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification at a graduation ceremony at the CII’s central London office on Friday 20 April 2018. Achieving the qualification has involved Sam undertaking several years of studying and exams. Starting back…
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On Sunday 20th May, in glorious sunshine and 22 degree temperatures, a team from Gresham took part in Manchester’s famous 10K run. It was a fantastic day with a special atmosphere and each member of the team that took part did themselves and Gresham proud. The team set out to raise £1500 for Headway Blackpool…
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