Stories

What our clients are saying.

“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.”

“I was having a look at my latest statement of my portfolio and I can't thank you enough for the superb job you are doing for me. In these difficult economic times you have managed to show me a very good return on my investments and more importantly have protected my investments from a loss. I feel confident that your advice will ensure that Selina and I will not be plunged into poverty during our retirement years.”

“My circumstances changed dramatically recently and Nick and his team have helped make it that bit easier by providing a very professional service whilst remaining friendly and understanding throughout.”

“Thank you so much for your help with the whole process. You have been amazingly supportive, professional and understanding and I wouldn't be here now if you hadn't guided us through this process in the way that you did.”

“Mr Gresham-Thompson and his staff made me feel immediately welcome and comfortable when I met them. I had issues dealing with my private pension prior to retirement, which was reconciled quickly and efficiently. Everyone involved dealt with my case in a speedy and professional manner and the matter was resolved within days, rather than the two or three weeks agreed. I have no hesitation whatsoever in recommending Mr Gresham-Thompson and his team.”

“I have been associated with Nick for the past 15 years and have always been pleased with his expert financial advice. Nick has demonstrated a breadth of knowledge, not only with the management of my investment portfolio, but also across the complexity of financial issues that one faces. Noteworthy is the continual focus on long term planning, the independence of the counsel and the leverage of specialist third parties when necessary. I would recommend him highly.”

“We aim to take the hassle and complexity out of difficult decisions.”

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.

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.

Latest financial news

Autumn Budget Statement 2024

How could the range of changes impact your wealth planning? The Autumn Budget Statement 2024 introduced a range of changes that could significantly impact wealth

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