How we work

At Gresham Financial we pride ourselves on our ability as independent financial advisers to work alongside our clients to produce a financial plan together that is tailored to you and your life ambitions.

Our relationship begins by getting to know you. We organise a meeting at our office in Salisbury, where we can talk through your current financial situation, what investment strategies you would like to use in your plan and what the plan is working towards achieving. By creating this profile, we are able to adapt each process to your specific needs. We work on a fee basis, ensuring that we make the right financial decisions together. We agree the fees and scope of work with you at each stage.

We only suggest investment strategies and solutions designed to meet your goals and perception of risk. This ensures that your finances are best protected and work best for your current situation.