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Latest News

19 Jul

Pension Changes – Annual and Lifetime Allowances

The Treasury has announced that the annual pensions allowance will be lowered to £50,000 from April 2011 from its current level of £255,000. The lifetime…

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19 Jul

Compulsary Pensions and Nests

The coalition government is to press ahead with a Labour scheme to force all UK firms, regardless of size, to automatically enrol their staff into…

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19 Jul

Act now, while 'stocks' last.....!

As the Christmas and New Year festivities fade into memory it may now be time to re-focus your attentions on your financial affairs.  We are…

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19 Jul

Proud to be Chartered Financial Planners

Gresham Wealth have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for…

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19 Jul

I am getting divorced. Is my spouse entitled to claim money from the compensation I was awarded for my personal injury?

On 27th July 2011 the Court of Appeal gave Judgment in the case of Mansfield v Mansfield [2011] EWCA Civ 1056 and as a result…

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19 Jul

What is the Retail Distribution Review?

The Financial Conduct Authority. (FSA) launched a review of retail investment markets in 2006 to tackle endemic problems in the Financial Services Industry. Briefly, the…

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19 Jul

George Osborne's Third Budget 2012

The Chancellor of the Exchequer recently decided to focus his attention on restricting tax reliefs for higher income earners. At the core of these budgetary…

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19 Jul

2012 North West Chartered Financial Planner of the Year Award Winner

TRAFFORD-based financial planner Morven Millar has been named Chartered Financial Planner of the North West by local institutes. Morven, who is a partner at Gresham…

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18 Jul

Tax doesn't have to be taxing... but it is!

The recent errors with HMRC’s computer system have brought to light the scale of tax individuals are paying (or not as the case may be)….

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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.