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.”

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 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.

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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