Business Details
24 Years
experience
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 strategies to achieve them. Our expertise spans comprehensive financial planning, retirement planning, inheritance tax mitigation, investments, and protection, all underpinned by evidence-based research. We offer a free one-hour initial consultation, either at our Salisbury offices or a location of your choice, to establish your needs and demonstrate our approach. Founded in 2002 by Nick Gresham-Thompson, a Chartered Financial Planner with decades of industry experience, we pride ourselves on providing trusted, independent advice.Our team of highly qualified professionals ensures direct access to your personal adviser during office hours, combining technical expertise with a client-centric ethos. Authorised and regulated by the Financial Conduct Authority, we prioritise transparency, long-term planning, and the strategic use of specialist third parties when required. Client testimonials highlight our ability to protect investments, simplify complex decisions, and deliver stress-free solutions, including mortgage arrangements and pension management. Our commitment to excellence is reflected in our focus on academic rigour, risk-aware investment strategies, and a dedication to helping clients achieve financial security and freedom from economic fear.
Services
Financial planning
Retirement planning
Inheritance Tax planning
Protection
Investments
Business advisory
Details
- Year established: 2002
Highlights and features
- We offer a free one-hour initial consultation to understand your unique financial needs.
- Our team includes a Chartered Financial Planner with over 20 years of industry experience.
- We provide FCA-regulated, independent advice tailored to your long-term financial goals.
- Client testimonials highlight our ability to protect investments and simplify complex decisions.
- Direct access to your personal financial adviser during office hours for ongoing support.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial advice
Superb job
Professional service
Stress-free process
Highly recommend
Services
Financial planning
We create tailored financial plans aligned with your personal goals, combining academic research and risk assessment. Our independent advice covers asset allocation, tax efficiency, and long-term wealth preservation. Clients benefit from ongoing support to adapt strategies as life circumstances evolve.
Retirement planning
Our retirement planning focuses on sustainable income streams and tax-efficient withdrawals. We optimise pension pots using SIPPs and other vehicles while mitigating longevity risks. Clients receive scenario analysis to ensure financial security throughout retirement.
Inheritance Tax planning
We implement strategies to reduce inheritance tax liabilities through gifting, trusts, and charitable donations. Our approach balances tax efficiency with wealth transfer goals, ensuring compliance with evolving legislation while preserving family assets.
Investments
Our investment strategies combine active and passive approaches tailored to risk profiles. We utilise diversified portfolios across asset classes, with regular reviews to maintain alignment with financial objectives and market conditions.
Protection
We assess insurance needs for life, critical illness, and income protection. Policies are structured to safeguard against unforeseen events while integrating with overall financial plans to ensure family security and business continuity.
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 expertise in wealth management and strategic financial advice.
Questions
What financial services do you offer?
We provide financial planning, retirement strategies, inheritance tax mitigation, investment management, and protection solutions tailored to individual and business needs.
How do you work with clients?
We begin with a free consultation to understand your goals, then create a tailored plan with ongoing reviews to adapt to changing circumstances.
Are you regulated by any authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 429764.
Can you help with pension transfers?
Yes, we specialise in pension consolidation, SIPP arrangements, and tax-efficient withdrawal strategies to optimise retirement income.
What areas do you serve?
While based in Salisbury, Wiltshire, we work with clients across the UK through face-to-face meetings and remote consultations.
