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.
|Address||10 St. Ann St|
|Phone Number||017 2234 0902|
Products & Services
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.
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.
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.
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.
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.
From Our Website
I was having a look at my latest statement of my portfolio and I can't thank you enough for the superb job you are doing for me. In these difficult economical times you have managed to show me a very good return on my investments and more importantly have protected my investments from a loss. I feel confident that your advice will ensure that Selina and I will not be plunged into poverty during our retirement years. Gresham Financial can put plans in place to ensure your business continues if a key employee or owner should befall a catastrophe.
With auto-enrolment deadlines creeping ever closer, the time to act is now! You might need external advice ahead of working through the paperwork and procedures to make you compliant. Gresham Financial is a pensions specialist and can mitigate your costs and minimise disruption to your business, while guiding you through the changes and ensuring you meet your new duties. 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.
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. 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.
I have been associated with Nick for the past 15 years and have always been pleased with his expert financial advice. Nick has demonstrated a breadth of knowledge, not only with the management of my investment portfolio, but also across the complexity of financial issues that one faces. Noteworthy is the continual focus on long term planning, the independence of the counsel and the leverage of specialist third parties when necessary. I would recommend him highly. We provide a highly personal financial service to private individuals and their businesses.
Mr Gresham-Thompson and his staff made me feel immediately welcome and comfortable when I met them. I had issues dealing with my private pension prior to retirement, which was reconciled quickly and efficiently. Everyone involved dealt with my case in a speedy and professional manner and the matter was resolved within days, rather than the two or three weeks agreed. I have no hesitation whatsoever in recommending Mr Gresham-Thompson and his team. 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.
I 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. By understanding your goals and perception of risk in investments and life, we tailor a financial solution to help maintain or extend your current lifestyle. As independent financial advisers we build a comprehensive picture of your total net worth and explain the risks and rewards of various strategies relevant to your portfolio.