Your goals
Helping you to define your goals and create a financial plan to work towards achieving them.
Create a financial plan
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.
By using your lifestyle goals as benchmarks for the success of your financial plan, we are able to tailor each stage should your ambitions change or be affected by unforeseen circumstances.
“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.”
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“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.”
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102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under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