The Rise of the ISA Millionaire

Earlier this year it was revealed that there are now in excess of 1000 ‘ISA millionaires’ in the UK – ie. people with over a million pounds held in Individual Savings Accounts – commonly known as ISAs. ISAs were introduced in 1999 to replace Personal Equity Plans (Peps), which had been around since 1987, and…
Read More…

Posted in Financial Planning | Comments closed

Saving for Retirement – Are you Doing Enough?

A recent report by pensions provider Scottish Widows has found that more people than ever are saving for a comfortable retirement. Scottish Widows 15th annual Retirement Report revealed that 59 per cent of people are now saving at an adequate rate, a 4 per cent increase from 12 months ago, when the figure stood at 55…
Read More…

Posted in Pensions, Investments | Comments closed

42% of Pension Savers at Risk of Falling Victim to Pension Scams

New research suggests that 42% of pension savers, which would equate to over five million people across the UK, could be at risk of falling for at least one of six common tactics used by pension scammers. The findings, which come from research conducted by The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR),…
Read More…

Posted in Pensions | Comments closed

Qualification Success for Gresham Team

We recently received news that three members of the Gresham team have passed the exams they have been working towards, further bolstering the knowledge and qualifications of our team. Financial Planner Daniel Ardern has attained the Chartered Insurance Institute (CII) qualification in the tax and legal aspects of business. Meanwhile, Lewis Marsh from our technical…
Read More…

Posted in Gresham News | Comments closed

Gresham Secure Pension Transfer Gold Status

Gresham Wealth Management has been awarded Pension Transfer Gold Status, a quality kite mark designed to assure consumers who are considering a transfer out of a final salary or defined benefit (DB) pension scheme. Created by the Personal Finance Society with a range of representatives drawn from across the industry, including professional indemnity insurers, the Pension…
Read More…

Posted in Gresham News, Pensions | Comments closed
  • Twitter

  • Testimonials

    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    Thank you so much again for your time and brilliant advice.
    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 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.
    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.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
Main Menu