How we work
At Gresham Financial we pride ourselves on our ability as independent financial advisers to work alongside our clients to produce a financial plan together that is tailored to you and your life ambitions.
Getting to know you
Our relationship begins by getting to know you. We organise a meeting at our office in Salisbury, where we can talk through your current financial situation, what investment strategies you would like to use in your plan and what the plan is working towards achieving. By creating this profile, we are able to adapt each process to your specific needs. We work on a fee basis, ensuring that we make the right financial decisions together. We agree the fees and scope of work with you at each stage.
We only suggest investment strategies and solutions designed to meet your goals and perception of risk. This ensures that your finances are best protected and work best for your current situation.
Your goals
Your financial worth
Your relationship with us
Stories
“I would like to take this opportunity to thank you for all your help in arranging our mortgage. It has been a surprisingly simple and stress-free time. This has only been possible because of the professional and friendly manner in which you handled it. It has truly been a pleasure and I would not hesitate to recommend you to anyone.”
Latest financial news
Show me the money
102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under
Evolution of bonds
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third
Unlocking financial freedom
Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with