Business Details
24 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Gresham Financial, we recognize that your finances are deeply personal and unique to your circumstances. As independent financial advisers, we collaborate with clients to define their financial and lifestyle objectives, crafting tailored strategies to achieve them. Our expertise spans comprehensive financial planning, retirement planning, inheritance tax mitigation, investment management, and protection services. We prioritize evidence-based research to safeguard and optimize your financial trajectory. Clients benefit from a complimentary one-hour initial consultation, available at our Salisbury offices or a location of their choice, allowing them to experience our approach firsthand. Founded in 2002 by Nick Gresham-Thompson, our firm combines decades of industry experience with a commitment to personalized service. Our team of highly qualified professionals employs cutting-edge financial strategies while maintaining direct accessibility during business hours. We pride ourselves on transparency, independence, and placing clients' interests at the forefront of every decision.
Services
Financial Planning
Retirement Planning
Inheritance Tax Planning
Investment Management
Wealth Protection
Business Financial Advice
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in independent financial advisory services
- Our team holds Chartered Financial Planner and Certified Financial Planner designations
- We provide personalized financial strategies tailored to individual circumstances
- We maintain direct accessibility to your financial adviser during business hours
- We are authorized and regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial advice
Superb investment returns
Professional and efficient service
Friendly and understanding approach
Stress-free mortgage arrangement
Services
Financial Planning
We create personalized financial plans aligned with your life goals and risk tolerance. Our evidence-based approach considers your current financial status, future aspirations, and market conditions. Clients receive ongoing support to adapt strategies as circumstances evolve, ensuring long-term financial security through comprehensive planning.
Retirement Planning
Our retirement planning service optimizes pension arrangements and investment portfolios for sustainable income. We analyze current savings, projected needs, and tax implications to develop withdrawal strategies. The service includes SIPP management and intergenerational wealth transfer planning to ensure financial independence during retirement years.
Inheritance Tax Planning
We implement tax-efficient strategies to preserve wealth for future generations. Our approach combines legal structures, investment vehicles, and charitable giving options. The service addresses complex estate planning needs while maintaining liquidity for current financial objectives, ensuring compliance with evolving tax regulations.
Investment Management
Our investment management service creates diversified portfolios aligned with individual risk profiles. We employ evidence-based strategies using global market opportunities. Regular reviews and adjustments ensure portfolios remain aligned with financial goals, balancing growth potential with capital preservation across market cycles.
Wealth Protection
We design protection strategies to safeguard financial assets against unforeseen events. The service includes insurance solutions, contingency planning, and legal structures. Our approach ensures financial security for dependents while maintaining investment integrity during personal or economic challenges.
People
Nick Gresham-Thompson
Founder & Chartered Financial Planner
Established Gresham Financial in 2002 after senior roles in international financial institutions. Holds Chartered Financial Planner, Chartered FCSI, and Certified Financial Planner designations. Specializes in complex financial strategies for high-net-worth individuals.
Questions
What areas do you cover for financial advice?
We primarily serve clients in Salisbury, Wiltshire, and surrounding areas, with remote advisory services available nationwide.
How do you charge for financial planning services?
We operate on a transparent fee basis, with costs agreed in advance according to the scope of work required.
Are you regulated by any financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority (reference 429764).
Can you help with business financial planning?
We provide tailored financial strategies for business owners, including succession planning and corporate investment management.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and Certified Financial Planners with advanced industry certifications.
How often will I review my financial plan?
We recommend annual reviews, with additional check-ins available during significant life events or market changes.
Reviews (1)
Jon Daniels
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.