Who we are
At Gresham Financial we realise that your finances are very personal and individual to you. As independent financial advisers we work with you to determine your financial and lifestyle goals and put together a thoroughly researched financial plan to help you achieve them. Our services cover comprehensive financial planning, retirement planning, inheritance tax mitigation, investments, and protection. At each stage we consider evidence-based research to ensure your finances are best protected and kept on track.
We offer a free one-hour initial meeting, either at our offices in Salisbury or at a convenient location, to get to know you and for you to see how we work. If you would like to book a meeting, please go to our contact us page to get in touch.
What we do
Your relationship with us
Investments are undertaken over time and are very individual to you. So is our independent financial advice service. You will be working with highly qualified staff who use and understand the latest thinking and financial strategies. You have direct access, during office hours, to your personal financial adviser who will always be on hand.
Gresham history
Gresham Financial is a well-established company specialising in Investments and Financial Planning based in Salisbury, Wiltshire, which provide their clients with trusted, independent financial advice. The company is authorised and regulated by the Financial Conduct Authority. The company was founded by Nick Gresham-Thompson in July 2002. Prior to establishing Gresham Financial, Nick worked for the financial services arm of an international firm of Insurance Brokers; he was a director of the investment management and pension division of a top ten accountancy practice; and latterly worked for an international Private Bank.
Client stories
Latest financial news
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Are you unknowingly paying an effective 60% tax rate?
The hidden tax trap that could be costing higher earners thousands With wages rising and frozen tax thresholds pushing more people into higher tax bands,
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