Your relationship with us
Investments are undertaken over time and are very individual to you. So is our independent financial advice service.
Adding value to your financial position
You will be working with highly qualified staff who use and understand the latest thinking and financial strategies. You have direct access, during office hours, to your personal financial adviser who will always be on hand.
We ensure that you are always in full knowledge of what is happening with your finances through ‘common sense’ communication. We offer an initial meeting of up to an hour at our offices in Salisbury, which is without obligation and at our expense, for us to find out about you and your requirements. It also gives you the opportunity to meet the team and discover how we can add value to your financial position.
“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.”
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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.”
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102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under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