Gresham Financial Ltd

Our Story

Gresham Financial is a well-established financial planning and investment company based in Salisbury, Wiltshire. Founded in 2002 by Nick Gresham-Thompson, our mission is to empower individuals and families to achieve financial clarity and security. We believe financial planning should be a collaborative process, tailored to each client's unique goals and aspirations.

Who We Are

Our team comprises experienced and qualified financial advisors, each with deep expertise in diverse areas of financial planning. We are committed to providing individual, personalized guidance, drawing on evidence-based research and industry-leading practices.

What We Do

We offer a comprehensive range of services designed to address all aspects of your financial life, including:

Financial Planning

• Comprehensive wealth analysis and goal setting
• Development of a custom-made financial plan
• Regular review and updates to ensure your plan stays relevant

Retirement Planning

• Optimising your pension contributions
• Planning for post-retirement income
• Strategies for maximizing your state pension

Inheritance Tax Planning

• Identifying potential tax liabilities
• Implementing strategies to mitigate inheritance tax
• Ensuring your estate is protected and distributed according to your wishes

Protection

• Reviewing your insurance coverage
• Identifying potential risks and implementing mitigation strategies
• Providing guidance on risk management strategies and financial security

Investments

• Personalized investment planning based on your individual goals and risk tolerance
• Access to a diverse range of investment solutions
• Regular review and optimization of your portfolio performance

Our Approach

We believe in a collaborative and open approach to financial planning. We take the time to understand your unique goals, concerns, and financial situation. We explain complex financial concepts in clear and concise language, empowering you to make informed decisions.

Working with us, you can expect

• Personalized attention and a dedicated financial advisor
• Access to industry-leading resources and tools
• Transparent and clear communication every step of the way
• Ongoing support and guidance as your financial situation evolves