Business Details
24 Years
experience
Your Trusted Financial Advisers in Salisbury
At Gresham Financial, we recognise that your finances are deeply personal and individual. As independent financial advisers, we collaborate with clients to define their financial and lifestyle goals, crafting tailored plans to achieve them. Our services encompass comprehensive financial planning, retirement strategies, inheritance tax mitigation, investment management, and protection solutions. We prioritise evidence-based research to safeguard and optimise your financial trajectory. Clients benefit from a complimentary one-hour initial consultation, either at our Salisbury offices or a location of their choice, to explore our approach. Founded in 2002 by Nick Gresham-Thompson, our team combines extensive industry experience with advanced qualifications, including Chartered Financial Planner and Certified Financial Planner designations.We pride ourselves on transparency, accessibility, and a client-first ethos, ensuring direct access to your dedicated adviser during business hours. Our independence guarantees unbiased recommendations, while our regulatory authorisation by the Financial Conduct Authority underscores our commitment to trust and professionalism. Client testimonials highlight our expertise in navigating complex financial landscapes, delivering consistent returns, and resolving pension and mortgage challenges efficiently. We aim to simplify financial decision-making, empowering clients to focus on their long-term aspirations with confidence.
Services
Financial planning
Retirement planning
Inheritance Tax planning
Investment management
Protection solutions
Details
- Year established: 2002
Highlights and features
- We offer a free one-hour initial consultation to understand your unique needs.
- Our team holds advanced qualifications, including Chartered Financial Planner designations.
- We provide direct access to your personal financial adviser during business hours.
- Our evidence-based strategies prioritise long-term financial security and growth.
- Client testimonials highlight our expertise in resolving complex financial challenges.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial advice
Good return on investments
Speedy and professional manner
Stress-free process
Highly recommend
Services
Financial planning
We create tailored financial plans aligned with your personal and business goals. Our evidence-based approach ensures long-term security through diversified investment strategies and risk management. Clients benefit from direct access to advisers for ongoing adjustments.
Retirement planning
Our retirement planning focuses on sustainable income streams and tax-efficient savings. We specialise in Self-Invested Personal Pensions (SIPPs) and pension consolidation, ensuring financial stability during retirement while navigating complex regulatory requirements.
Inheritance Tax planning
We implement strategies to mitigate inheritance tax liabilities while preserving family wealth. Services include trust structures, gifting strategies, and intergenerational wealth planning, ensuring compliance with evolving tax legislation.
Investment management
Our investment approach combines academic research with market analysis to build diversified portfolios. We prioritise risk-adjusted returns through regular reviews and adjustments aligned with your financial objectives and market conditions.
Protection solutions
We design protection strategies to safeguard against unforeseen events, including life insurance, critical illness cover, and income protection. These solutions ensure financial security for dependents and business continuity during emergencies.
People
Nick Gresham-Thompson
Founder & Chartered Financial Planner
Nick established Gresham Financial in 2002 after senior roles in international financial institutions. He holds Chartered Financial Planner, Chartered FCSI, and Certified Financial Planner designations, bringing over 25 years of industry expertise to client advisory services.
Questions
What services does Gresham Financial offer?
We provide financial planning, retirement strategies, inheritance tax mitigation, investment management, and protection solutions for individuals and businesses.
How do I start working with Gresham Financial?
Begin with a free one-hour consultation at our Salisbury office or your preferred location to discuss your financial goals and our approach.
Are your financial advisers qualified?
Our team includes Chartered Financial Planners and Certified Financial Planners with decades of combined industry experience.
Do you work with clients outside Wiltshire?
While based in Salisbury, we serve clients nationally through virtual consultations and remote portfolio management.
How are your fees structured?
We operate on a transparent fee basis, agreed upfront for each service stage, with no hidden charges or commissions.
How do you ensure investment security?
We use evidence-based strategies, regular portfolio reviews, and risk management frameworks to protect and grow client assets.
