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

Whether you are looking to own your dream country retreat, help your children get on the property ladder, or to simply fund the upkeep of your current lifestyle; Gresham Financial’s independent financial planning advisers help you to define your goals and create a financial plan to work towards achieving them.

Your financial worth

By understanding your goals and perception of risk in investments and life, we tailor a financial solution to help maintain or extend your current lifestyle.

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.

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.”

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