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.

Making the right financial decisions

As independent financial advisers we build a comprehensive picture of your total net worth and explain the risks and rewards of various strategies relevant to your portfolio. We work on a fee basis, ensuring that we make the right financial decisions together.

We only suggest thoroughly researched investment strategies and solutions and work at all times to ensure that your finances are best protected and kept on track.

“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 economical 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.”

Send us a message

If you would like more information on financial planning please send us a message.

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 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 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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