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Latest News

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…

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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…

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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…

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19 Feb

The Clock is Ticking – Things to Consider Prior to the Tax Year End

This time of year is always a busy one for financial advisers. As the dawn of the new tax year approaches on 6th April, clients…

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10 Feb

Full House For First Masterclass of the Year

The first Gresham Masterclass of the year was received with enthusiasm by local professionals, with a capacity turnout today. The event, which was the first…

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03 Feb

Change to Office Opening Hours

Following a staff consultation, Gresham Wealth Management has decided to change its office opening hours. Taking effect from 1st February 2016, the office will now…

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28 Jan

Pension Update and Economic Forecast to Feature in February Masterclass

We are delighted to announce that we will be holding a new masterclass event on Wednesday 10th February. For this event, we have chosen the…

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11 Jan

Inheritance tax planning - gold eggs in nest

Higher Earners and the Tapered Annual Pension Allowance

What is the tapered annual allowance? High earners need to be aware that from the 6th April 2016 their annual allowance for pension contributions may…

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07 Jan

Daniel Ardren joins Gresham Wealth Management in Hale

New Year, New Recruit!

We’re delighted to announce that we have started the year with a new addition to the team! Daniel Ardern joins Gresham as a Paraplanner to…

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18 Dec

Gresham Team Give the Gift of Christmas to Local Families

The team at Gresham Wealth Management have spread a little Christmas cheer by supporting the Friends of Brooklands Sure Start Children’s Centre. The team raised…

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11 Dec

Inheritance tax planning

Inheritance Tax Planning - Business Property Relief

Last month we held the latest of our Professional Masterclass series, this time focusing on Inheritance Tax. With this in mind, we thought it would…

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01 Dec

Autumn Statement - Financial Planning Highlights

On Wednesday 25 November the Chancellor George Osborne presented the first Autumn Statement of this Parliament along with the Spending Review. Covering a number of…

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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.