Services
Financial Planning
Investments
Retirement Planning
Inheritance Tax Planning
Mortgages
Protection
The idea that any single individual without extra information or market power can beat the market is extraordinarily unlikely. Yet the market is full of people who think that they can do it and full of other people who believe them..
Daniel H Kahneman, 2002 Nobel Laureate in Economics.
Good fortune often happens when opportunity meets with preparation
Thomas Edison
Investments
Sorting the wheat from the chaff...
Investment research
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.
Your portfolio
Whether you wish to invest surplus income; a newly acquired lump sum; or you require a review of an existing portfolio, our process contains the following elements:
- We work on a fee basis; this avoids the potential for recommending the highest commission product;
- Detailed risk assessment so that any recommended portfolio falls within the agreed levels of risk and reward;
- An assessment of the goals you are trying to achieve and the time scale;
- Aiming to maximise tax efficiency;
- Aiming to minimise the costs and administration;
- Ongoing reviews subject to agreement.
How does our service help?
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.
Please contact us should you wish to discuss our investment philosophy and approach and how this might fit with your investment portfolio and goals.