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Latest News

22 Jun

Investing for Children – Some Quirks to Consider

As parents, we want the best for our children, and it’s natural to want to give them a head start in life. One of the…

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22 Jun

Financial Resilience and Controlling Your Wealth With Confidence

At Gresham, one of the main objectives is for our financial advisers to arm our clients with the knowledge to ‘control their wealth with confidence’….

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10 May

A Right Royal Retirement?

Following the Coronation of King Charles III, this month is all about celebrating everything Royal. Here, we look at ways of bolstering your retirement provision…

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04 May

Investing – It’s a Marathon, Not a Sprint

With marathon season in full swing this got us thinking about the investment process, and how there are many comparisons to be drawn between running…

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23 Mar

How is Your Money Protected? – A Reminder of Available Protections

The news of bank runs, and government bailouts have made an unwelcome return to headlines in recent weeks. Understandably, a number of clients have raised concerns…

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15 Mar

Significant Changes to Pensions Announced in Spring Budget

The Chancellor’s Spring Budget has brought about significant changes for pension savers. In his announcement today, Jeremy Hunt confirmed the Lifetime Allowance will be abolished…

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10 Mar

Women and Wealth – Where Are We Now?

The world of investing is changing, and that change is likely to bring a dramatic shift in the amount of wealth held by women in…

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10 Mar

Key Dates / Opportunities Ahead of Tax Year End

The end of the current tax year 2022/23 is looming – which means time is running out to take advantage of any unused allowances. Here…

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08 Mar

Opportunity for Voluntary NI Contributions towards the Full State Pension - Extended until 31 July 2023

For men born after 5 April 1951 and women born after 5 April 1953, there is still a narrow timeframe to potentially boost State Pension…

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28 Feb

How to Develop a Better Relationship with Money

Money is a powerful force in our lives. It can be a source of security, or a source of stress. A good relationship with money…

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28 Feb

Gresham Masterclass Makes a Return with Speaker from the Bank of England

This month saw the return of the Gresham Masterclass after a long break following the pandemic.  With inflation and interest rates still at the forefront…

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03 Feb

The Benefits of Long-Term Investing

Investing for the long term is an important strategy for anyone looking to build wealth and secure their financial future. At times, global stock markets…

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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.