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Latest News

25 Nov

Award winning financial adviser

Becky Scoops ‘Finance Professional of the Year’ Title

  Gresham financial adviser Becky Sugden has been awarded the title of ‘Finance Professional of the Year’ at a recent awards ceremony. Becky, who offers…

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06 Nov

Inheritance tax planning - gold eggs in nest

Inheritance Tax Reforms – What do you Need to Know?

The Chancellor’s emergency budget back in July brought about many changes that impact future financial planning. One widely welcomed announcement was the introduction of main residence…

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28 Oct

Inheritance Tax Masterclass

Great Feedback from Final Masterclass of the Year

Our third and final masterclass of 2015 took place last week and we received some excellent feedback. Following on from changes announced by the government…

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07 Oct

Pensions as an Inheritance Vehicle – What Impact do Recent Changes Have?

The world of pensions advice has been turned on its head since April 2015. The widely discussed ‘pension freedoms’ mean greater flexibility for those approaching…

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30 Sep

Becky Sugden

Becky Shortlisted for Manchester Talent Award

  Gresham Financial Planner, Becky Sugden, has reached the finals at this year’s Manchester Young Talent Awards. Becky, who offers a full financial planning service…

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29 Sep

New Date and Second Session Announced for Latest Gresham Masterclass

  The team at Gresham are pleased to announce our next masterclass event, to be held at our office in the centre of Hale. Taking…

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28 Sep

Gresham Wealth Management Logo

We're Recruiting!

  Due to expansion, Gresham Wealth Management are recruiting for a Diploma qualified Paraplanner to join our team. Purpose of Role To provide an interface…

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22 Jul

Staff Supporting BASIC

Gresham Sponsor BASIC Charity Shirts

Gresham Wealth Management are proud to announce the sponsorship of fundraising t-shirts for local brain injury charity BASIC. BASIC, which provides a wide range of…

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17 Jul

Gresham Staff at Neal Bailey Seminar

Professionals Out in Force for Masterclass Event

We have received some excellent feedback following the latest Gresham Masterclass, which was held on 17th June. The event, which was attended by 15 professionals…

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04 Jun


Gresham Announce Next Professional Masterclass Event

After the success of our first Professional Masterclass in February, Gresham Wealth Management are delighted to announce the next event in the series. The forthcoming…

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04 Jun

5 Year Celebration with Staff

Gresham Celebrate 5 Year Anniversary

Gresham are delighted to have reached our fifth anniversary this month – an occasion we marked with a celebration at our office in Hale. Set…

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04 Jun

Morven Millar

‘Pension Freedom’ – The Truth Behind the Headlines

6 April 2015 marked the biggest change to pensions and retirement planning in living memory. The headlines surrounding the changes focus on the forthcoming flexibility…

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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.