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

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.

Meet the team

In 2002, Nick was one of the founders of Gresham Financial. He is one of a handful of advisers in the UK who holds the Chartered Financial Planner, Chartered FCSI, and Certified Financial Planner designations.


We’re hiring! Gresham Financial are seeking a Full-time Paraplanner. Please click the link below to view the job specification detailing required skills, experience, and knowledge.

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