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Latest News

09 Dec

Xmas campaign, IFA Manchester

Gresham Team Support Children’s Charity with Xmas Gift Buying Mission

The Gresham Wealth Management team have once again spread some festive cheer by supporting the local Barnardo’s Children Centres in a Christmas gift buying mission….

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06 Dec

Morven Goes Back to School to Discover Fortunes

Morven Millar reports on going back to the classroom… Last week I had the pleasure of being involved in an event at Altrincham College of…

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29 Nov

Becky Sugden, IFA Manchester

Gresham to Speak at Forthcoming Chamber Event

Gresham Wealth Management has been announced as the headline speaker at the first Altrincham and Sale Chamber event of 2017.  The seminar, which will form…

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23 Nov

No Surprises in Hammond’s First Autumn Statement

Today the Chancellor of the Exchequer, Phillip Hammond, delivered what was his own first major budgetary speech and the first since Theresa May took power….

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16 Nov

Tapered Pension Contributions, IFA Manchester

The Trouble with Tapering – Higher Earners and Annual Allowances

Since 6th April 2016, the annual allowance (AA) available for individuals to contribute to their pension pot has been subject to tapering restrictions, meaning certain…

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09 Nov

Risk in financial planning

Financial Planning – Understanding Risk and Reward

When we first meet with a prospective client it is important to gain a complete understanding of their financial goals and what they hope to…

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28 Oct

Gresham Wealth Management masterclass

Masterclass Series Concludes for 2016

Last week saw us hold our final Gresham Masterclass event of 2016. This time looking at the changes surrounding UK Resident Non Domiciled individuals (UK…

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26 Oct

Divorce in Later Life – Why Financial Advice Counts

Divorce among people aged 60 and over in England and Wales has been steadily rising since the 1990s according to the Office of National Statistics….

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10 Oct

Pension Freedom Data Released

Some 18 months since the introduction of ‘pension freedom’, data has been released as to how pensioners have been using their newfound options. Whilst at…

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03 Oct

Gresham Shortlisted for Local Business Award

Gresham Wealth Management has been named as one of the finalists in the forthcoming Sale and Altrincham Chamber business awards.  Shortlisted for Provider of Professional…

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29 Sep

Retirement planning advice

Are you Realistic about your Retirement?

Life expectancy is rising at a rapid rate in the UK. According to research, the average life expectancy of males will reach 85.7 years by…

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23 Sep

New Masterclass Announced: More Changes Ahead for UK Resident Non Domiciled Clients

We are delighted to announce that a date and topic have been set for the next in our series of Professional Masterclass events. To 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.