Gresham Financial Limited

Independent Financial Adviser 10 St Ann Street, Salisbury, Wiltshire, SP1 2DN
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
We provide professional independent financial planning and investment advice to private individuals and businesses, with free initial consultation.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Nick Gresham-Thompson BA FPFS FIFP CFP Chartered FCSI
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Mark Davis BA APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

10 St Ann Street, Salisbury, Wiltshire, SP1 2DN

Contact us
About us

Gresham Financial is a well-established professional company with a strong reputation for providing trusted and independent financial advice in all areas of financial planning and investments.
Our services include:
• Comprehensive financial planning – structured to help you achieve your goals
• Investments – carefully researched investment solutions to build your portfolio
• Retirement planning – comprehensive plans to allow you to choose your own path
• Inheritance tax planning – careful management to reduce your liability
• Protection – putting plans in place to give you peace of mind should the unexpected happen
• Auto enrolment for workplace pensions – helping you to mitigate costs and minimise disruption to your business

Our services

Our expert team offers a highly personal service, working with you to define your financial and lifestyle goals before putting in place a carefully structured bespoke plan to give you the financial freedom to achieve them.

Whether you require complete comprehensive financial planning or advice on specific areas, such as retirement planning, we ensure that all your finances are best protected and work best for you.

All costs and scope of work are agreed with you every step of the way, and your financial plan is regularly reviewed to ensure that it continues to meet your needs in the future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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