Who we are
At Gresham Financial we realise that your finances are very personal and individual to you. As independent financial advisers we work with you to determine your financial and lifestyle goals and put together a thoroughly researched financial plan to help you achieve them. Our services cover comprehensive financial planning, retirement planning, inheritance tax mitigation, investments, and protection. At each stage we consider evidence-based research to ensure your finances are best protected and kept on track.
We offer a free one-hour initial meeting, either at our offices in Salisbury or at a convenient location, to get to know you and for you to see how we work. If you would like to book a meeting, please go to our contact us page to get in touch.
What we do
Your relationship with us
Investments are undertaken over time and are very individual to you. So is our independent financial advice service. 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.
Gresham history
Gresham Financial is a well-established company specialising in Investments and Financial Planning based in Salisbury, Wiltshire, which provide their clients with trusted, independent financial advice. The company is authorised and regulated by the Financial Conduct Authority. The company was founded by Nick Gresham-Thompson in July 2002. Prior to establishing Gresham Financial, Nick worked for the financial services arm of an international firm of Insurance Brokers; he was a director of the investment management and pension division of a top ten accountancy practice; and latterly worked for an international Private Bank.
Client stories
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102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under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
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