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
Financial planning
Investments
Retirement planning
Protection
Business
Inheritance
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
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,
Our financial resources area has been designed to provide our clients with access to our personal finance magazines and financial guides which are full of informative and relevant financial news. Sign up for access today.