Who we are
We provide a highly personal financial service to private individuals and their businesses.
Trusted independent expert advice
Our goal is to help you to define your own personal ambitions and provide you with the financial tools for accomplishing them. We offer trusted independent expert advice relating to our client’s goals through ‘common sense’ communication.
Whether you require complete Comprehensive Financial Planning or only require advice on specific areas of your finances, you can be confident we have the expertise to listen to your needs and provide a solution that is appropriate for you.
On becoming a client of Gresham Financial, you will have direct access during business hours to your adviser and the team who are available to discuss and assist with your requirements, ensuring your relationship with us is professional, attentive and without hassle. We pride ourselves on this way of doing business and our independence means we put you first, ensuring appropriate solutions from a team that realise how important your finances are to you.


Gresham history

Meet the team

Recruitment
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102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under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