At Gresham Wealth Management we firmly believe in working with you to achieve your financial goals, and because of this belief we put you at the heart of our business. It is vital that we work closely with you and get to know your financial objectives fully, understanding your attitude to investment risk, financial goals, timescales, experience of investments and, perhaps most importantly, your values and preferences.
From this foundation we provide individually tailored solutions to meet your needs and objectives. As financial planners, we are devoted to helping clients achieve their life goals through the effective management of their financial resources. We work with our clients to develop a plan specific to their current and expected future circumstances to meet financial needs and objectives. Our holistic approach allows us to develop a financial planning strategy that is closely tailored to you.
This plan is reviewed on an ongoing basis β at least annually β to ensure continued suitability. Our financial planning recommendations centre around your existing financial resources, current and future needs and longer-term objectives.
Retirement planning means different things to different people. The methods by which you can plan for retirement are wide and varied, but one thing is certain β it must be planned for well in advance. Generally, the sooner you start putting plans in place, the greater the level of flexibility you will have and the more likely you are to enjoy a comfortable and well-funded retirement.
From how much you invest during your working life to the manner in which you access your pension in retirement, there are many options and routes to follow, the choice of which could dramatically impact whether your pension will be sufficient to see you through the entirety of your later years. The vast majority of people benefit in later life from having private pension provision in place, allowing them to maintain a lifestyle similar to that enjoyed whilst working.
