Gresham Financial Limited

Gresham Financial is a well-established professional company with a strong reputation for providing trusted and independent financial advice in all areas of financial planning and investments. The company is authorised and regulated by the Financial Conduct Authority. Our services include: • Comprehensive financial planning – structured to help you achieve your personal goals • Investments – carefully researched investment solutions to build your portfolio • Retirement planning – comprehensive plans to allow you to choose your own path • Inheritance tax planning – careful management to reduce your liability • Mortgages – individually tailored advice to get the best mortgage for you • Protection – putting plans in place to give you peace of mind should the unexpected happen • For your business – planning for a protected future, including advice on corporate pensions • Auto enrolment for workplace pensions – helping you to mitigate costs and minimise disruption to your business You will find our highly-qualified team to be friendly and supportive. We always offer clear straightforward advice, using the latest thinking and financial strategies to add value to your financial situation. You will have direct access to your own personal financial adviser who will be on hand during office hours to give you support and guidance. If you would like to arrange an initial meeting of up to an hour, without charge or obligation, please contact us.