Gresham Financial

read moreI would like to take this opportunity to thank you for all your help in arranging our mortgage. It has been a suprisingly simple and stress-free time. This has only been possible because of the professional and friendly manner in which you handeled it. It has truly been a pleasure and I would not hesitate to recommend you to anyone. As independent financial advisers we aim to take the hassle and complexity out of the process for you, save you time and help you make smart, well informed decisions.

read moreWe help you identify the time at which your finances are sufficient to allow you to choose your own path whether it be reducing work or choosing retirement. Whether you are just starting to think about your long-term plan, reviewing what you have already or are about to take your pension benefits; Gresham Financial provide expert advice to ensure you get the best from your pension. We assist you in identifying the resources available, setting realistic goals, guiding you through the pension and non-pension options available and provide you with a comprehensive plan designed with the aim of meeting your goals.

read moreDon't underestimate the impact that Inheritance Tax will have on your estate - it could mean that the taxman is your largest single beneficiary. Your estate will be liable to pay 40% on assets above the Inheritance Tax threshold of 325,000 (frozen to 2020/21) But with careful management, you could often significantly reduce the liability. Roy Jenkins, the former Labour Chancellor of the Exchequer, famously described Inheritance Tax as "a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue".

read moreGresham Financial is a well-established company specialising in Investments and Financial Planning based in Salisbury, Wiltshire, which provide their clients with trusted, independent financial advice. The company is authorised and regulated by the Financial Services Authority. The company was founded by Nick Gresham-Thompson in July 2002. Prior to establishing Gresham Financial, Nick worked for the financial services arm of an international firm of Insurance Brokers; he was a director of the investment management and pension division of a top ten accountancy practice; and latterly worked for an International Private Bank.

read moreIf you are looking to have the peace of mind that your finances are well organised, with a structured plan that could help you achieve your personal goals, then Comprehensive Financial Planning is for you. We provide a highly personal service so we understand your current financial position and can assist you in establishing your individual goals. We work with you to construct a detailed plan of action with recommendations for the future and then, once you are satisfied, we implement the plan. We stay with you allowing us to review the plan on a regular basis to help ensure that you stay on track, taking into account changes that affect your needs and circumstances.

read moreAt Gresham Financial we operate a systematic review process that ensures we approve and recommend only those investment products that meet our stringent criteria and that are, in our opinion, the very best for our clients. Whether you wish to invest surplus income, a newly acquired lump sum or you require a review of an existing portfolio; we build a comprehensive picture of your total net worth and explain the risks and rewards of various strategies relevant to your portfolio, enabling us to make the right financial decisions together.

read moreThank you so much for your help with the whole process. You have been amazingly supportive, professional and understanding and I wouldn't be here now if you hadn't guided us through this process in the way that you did. In 2002, Nick was one of the founders of Gresham Financial. He is one of a handful of advisers in the UK who holds the Chartered Financial Planner, Chartered FCSI, and Certified Financial Planner designations. He specialises in wealth management, particularly complex investment and pension issues.

read moreThrough wise financial planning, Gresham Financial can help you put plans in place to give you the peace of mind that you and your family have enough money to live on should the unexpected happen. Gresham Financial Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is/are subject to the UK regulatory regime and is/are therefore primarily targeted at consumers based in the UK.