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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COVID-19 Have We Been Here Before?

The answer to this is both yes and no. COVID-19 poses a great threat to the health of us all and through this time, we hope all our clients are keeping safe and well. The virus is having an extraordinary impact on the global economy. In spite of the efforts of Governments and Central Banks…
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Coronavirus Scams on the Rise – Don’t Get Caught Out

The past few weeks has seen Coronavirus take over not only the headlines, but also our daily lives. From watching the Prime Minister’s daily briefings through to making changes to our habits and activities, our normal lives have become temporarily suspended as we focus on the health and welfare of our friends and families. Unfortunately,…
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Coronavirus – Update as of 24th March

First of all, we wish to start this message by saying we hope you are all keeping well and staying in positive spirits during these difficult and uncertain times. Since our previous update, the situation regarding the spread of COVID-19 has escalated and we have seen much more stringent restrictions put in place regarding our…
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    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.
    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
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