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
How we work
Your goals
Your financial worth
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
Your health could be the key to a larger pension
Maximise your pension by sharing your health story Many UK adults approaching retirement may be missing out on thousands of pounds due to misunderstandings about
The optimal time to pass on your wealth
Making a significant difference to your family’s financial wellbeing Some people choose to wait until they pass away to transfer their assets to their children
Navigating your finances through a divorce
Taking the right initial steps lays the foundation for a fair settlement Money matters might not be your primary focus when a marriage ends. However,