Gresham Financial

Who We Are

At Gresham Financial, we are a team of highly experienced and passionate independent financial advisors dedicated to empowering individuals and families to achieve financial harmony. We understand that your financial goals and aspirations are as unique as you are. Therefore, we take a personalized approach to wealth management, tailoring our strategies to meet your specific needs and aspirations.

Our History

Gresham Financial was established in 2002 by Nick Gresham-Thompson, a seasoned financial professional with a proven track record in wealth management, investment, and financial planning. Driven by a desire to provide clients with trusted and independent advice, the company has grown to become a respected financial planning and investment firm in Salisbury, Wiltshire.

Our Team

Our team comprises experienced and qualified professionals with deep expertise in financial planning, investments, retirement planning, inheritance tax mitigation, and risk management. We leverage our collective knowledge and skills to deliver tailored solutions that address your individual financial goals.

What We Do

We offer a comprehensive range of services designed to empower you to achieve financial security and pursue your aspirations. Our services include:

Financial Planning

• Goal setting and financial analysis
• Retirement planning and accumulation
• Inheritance tax mitigation strategies
• Protection planning for unforeseen circumstances
• Investment management and portfolio review

Investments

• Wealth management and portfolio construction
• Pension advice
• Regular investment reviews and market updates

Retirement Planning

• Comprehensive plan design
• Contribution analysis and optimization
• Pension consolidation and advice
• Post-retirement planning and withdrawals

Protection

• Life insurance and critical illness cover
• Income protection planning
• Health insurance review and guidance

For Your Business

• Business succession planning
• Employee benefit plan consulting
• Retirement plan consulting

How We Work

We believe in open communication and collaboration. Our collaborative approach involves:

• Active listening to understand your goals and aspirations
• Thorough analysis of your financial situation
• Tailored development of a financial plan
• Regular review and adjustment of your plan to ensure it remains effective over time

Your Financial Worth

Your financial well-being is our top priority. We will work with you to assess your financial situation, goals, and values to create a customized plan that aligns with your individual aspirations.

Your Relationship with Us

We value open communication, mutual trust, and transparency. You will have direct access to your personal financial advisor, who will guide you through the process and answer your questions promptly.