Risking It All: Why Failing to Invest Properly Could be the Biggest Risk You Take

As financial planners, we’re always talking to clients about risk. When we take on a new client, risk is always an important topic of discussion because attitude to risk – be it cautious, moderate, balanced or adventurous – will have a direct impact on the investment strategies we implement on their behalf. When we have…
Read More…

Posted in Financial Planning | Comments closed

Mind the Gap – Pension Planning for the Self-Employed and Micro Business Owner

Auto-enrolment seems to be working.  According to figures recently released by the Office for National Statistics (ONS), the proportion of employees contributing to a company pension in 2017 reached 73 per cent, up from less than 47 per cent in 2012. This means that the introduction of auto enrolment has led to 9.5 million more…
Read More…

Posted in Pensions | Comments closed

Gresham Experts to Take the Floor for June Masterclass

The date and topic for our summer Masterclass have been set. On 27th June, Gresham will host a presentation entitled ‘Property vs Pensions’. Whilst part of the appeal of our Masterclass events is usually the external speakers we bring in, this time we’ve decided to shake things up and utilise our very own experts! Financial…
Read More…

Posted in Investments | Comments closed

Samantha Graduates as a Chartered Financial Planner

Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification at a graduation ceremony at the CII’s central London office on Friday 20 April 2018. Achieving the qualification has involved Sam undertaking several years of studying and exams. Starting back…
Read…Read More

Posted in Gresham News | Comments closed

Fundraising Target Hit by 10K Team

On Sunday 20th May, in glorious sunshine and 22 degree temperatures, a team from Gresham took part in Manchester’s famous 10K run. It was a fantastic day with a special atmosphere and each member of the team that took part did themselves and Gresham proud. The team set out to raise £1500 for Headway Blackpool…
Read More…

Posted in Gresham News | Comments closed
  • Twitter

  • Testimonials

    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
    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.
    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.
    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.
Main Menu