0161 973 9150

Latest News

04 Aug

Gresham Wealth Management Logo

A Busy Summer and Anniversary Celebrations

It’s been a busy few months here at Gresham HQ. A number of members of the team have worked towards passing exams and achieving further…

Read More

19 Jul

The Ups and Downs of the UK Property Sector

The Willis Towers Watson strategic asset allocation model allocates 15% of portfolios into property. We prefer to invest in direct property funds whose managers own…

Read More

15 Jul

5 Reasons that Exemplify the Importance of an Annual Review

At Gresham, we believe that an annual review is one of the key pillars of the financial advice process. Whilst clients do not always want…

Read More

13 Jul

Focus On: Pension Death Benefits – Defined Contribution Arrangements

‘Pensions Freedom’ has now been in place for well over 12 months. Changes to legislation have undoubtedly provided more choice along with potential benefits, depending…

Read More

08 Jul

Pension Planning for Business Owners - Do you Have a Lifeboat?

Having dealt with entrepreneurs and business owners across a broad range of industries over the years, it is not unusual to come across the following…

Read More

28 Jun

Brexit Briefing: Gresham's Response to the Referendum Result

After months of anticipation, UK voters have decided – in a historic move – to leave the European Union some 43 years after joining its…

Read More

22 Jun

Masterclass Gresham Wealth Management

Gresham Masterclass Reaches New Milestone

A series of seminars held by Gresham has reached a new milestone, with 100 attendees having been through the doors. The ‘Professional Masterclass’ events, held…

Read More

16 May

Financial planning - Lifetime ISA vs pension

The New Lifetime ISA – Part 2: Lifetime ISA vs Pensions

In our last article, we looked at the new Lifetime ISA as announced by the government in the recent budget. Many people could be forgiven…

Read More

05 May

Brexit Special Masterclass – Are You In Or Out?

We are delighted to announce that we will be holding a new Masterclass event on Wednesday 25th May. With the EU referendum fast approaching, we’ll…

Read More

20 Apr

Lifetime ISA, advice from financial advisers

The New Lifetime ISA: Part 1 – What do we Know so far?

The content of the Chancellor’s budget in March was somewhat of a surprise for many. Many of the aforementioned pension reforms  that had been anticipated…

Read More

16 Mar

Budget 2016 Review – What Are the Outcomes for Financial Planning?

After much speculation in the months preceding today’s budget, it was with much anticipation that we all sat down to watch the Chancellor deliver his…

Read More

09 Mar

Retirement planning advice - Gresham Wealth Management

Top Tips - Planning for Retirement

There’s no escaping the fact that we’re all getting older. The more years that go by, the more our thoughts turn to our future; not…

Read More
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.