How we are paid

check and pen
We agree the fees and scope of work for each service with you in writing before undertaking any work on your behalf. Fees are based on the time spent, complexities and value.

Where you require ongoing advice, fees will be based on an ongoing % of assets or agreed retainer.

If Gresham Financial receives commission from transactions carried out on your behalf, it will be set off against the agreed fees.


 
 

 
Gresham Financial Ltd, 10 St Ann Street, Salisbury, Wiltshire, SP1 2DN, is authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice.


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