10 Financial Considerations in Light of Covid-19

The impact of Covid-19 is concerning to us all, and the effect on our lives has been significant. Most of us will have had changes enforced upon us and our normal way of life. As part of this adjustment, we’re aware that many clients have been taking the opportunity to use the time and space…
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Avoiding the Herd… The Importance of Sticking to a Financial Plan in Times of Uncertainty

It can be tempting to take investment tips from friends or try and DIY your investment portfolio with the help of the financial columns. In fact, investors do this time and time again – we’re human beings and we’re hard wired to follow certain psychological urges. One of these is to follow the herd –…
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Gresham Turns Ten – Memories from the Gresham Team

The start of April saw Gresham Wealth Management turn 10 years old. Before the outbreak of Coronavirus, we had a number of celebrations planned. These have obviously had to be postponed until a later date when it will hopefully become safe to join together once more. As a way of marking the milestone in a…
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Amendments to Taxation and Allowances as of 6th April 2020

With everything going on in the world at the moment, it can be easy for other news and developments to pass by unacknowledged. For us, the end of the 2019/20 tax year was far from usual – with all of our staff working from home to undertake client instructions prior to the end of the…
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Gresham Turns Ten!

The 1st April 2020 saw Gresham Wealth Management turn 10 years old. If there was one way we hadn’t imagined celebrating our milestone birthday, it was being in Covid-19 lockdown! We had so many big things planned, including a team outing to London with a celebratory meal, as well as an event for our clients….
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    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    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.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
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