We provide a highly personal service to private individuals and their businesses. The team's goal is to provide trusted independent expert advice relating to our client's financial planning and investments, delivered with clarity. Whether you require comprehensive financial planning or only require advice on specific areas of your finances, you can be confident we have the expertise to listen to your needs and provide a solution that's appropriate for you.

Contact Details

  Website
  City Salisbury
  Postcode SP1 2DN
  Address 10 St. Ann St
  Phone Number 017 2234 0902

Products & Services

Comprehensive Financial Planning

Comprehensive Financial Planning

If 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.


Retirement Planning

Retirement Planning

We 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.

Retirement planning is not a one-off task. Once your initial plan has been set up, we could help you review your plans regularly to make sure you are setting aside enough, saving in the best way and help to ensure that your plan remains on track.


Investments

Investments

At 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.


Protection

Protection

We all hope to enjoy a healthy, long life. However accident or illness can strike suddenly at any time.

Through 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.

Customer Testimonials

Thank 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.