The team at Gresham Financial Strategies has many years’ experience providing practical financial planning advice to people, families and businesses in London and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Gresham Financial Strategies, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Job Title: Director
David is a Director of Gresham Financial Strategies Ltd and has 30 years experience of advising on complex pension and financial planning matters, including trusts, estates and inheritance tax planning. Away from the office David is a keen yachtsman, skier and walker. David is married with two adult sons and lives in SW London
Job Title: Director
Gerard is a director of Gresham Financial Strategies Ltd and started working in the City in September 1990. In his spare time, he enjoys playing golf, skiing, holidays and supporting Bristol City. He is married with two children – unusually, his son shares the same birthday!
Job Title: Client Director
Tony is Client Director and has been advising client for over 30 years. He holds both the Diploma in Financial Planning and the Certificate in Discretionary Investment Management. He provides advice on all areas of financial provision but with a focus on bespoke investment and pension advice to high-net-worth individuals. Outside of the office Tony […]
Job Title: Associate
Abi is an associate at Gresham Financial Strategies Ltd and has worked in the industry since 2003. In addition to offering pension and investment advice, she also deals with residential & commercial finance. Out of the office Abi enjoys the outdoor spaces of London, and can often be seen cycling and dog walking in and […]
Job Title: Financial Advisor
Alistair has over 20 years experience as a financial advisor assisting both corporate and personal clients with their pension schemes, investments, mortgages, equity release and life protection needs. As a member of Resolution, Alistair provides advice to the legal profession and their clients in dealing with pensions and other assets following divorce. Alistair has represented […]
Job Title: Investment Director
Simon is the Investment Director of Gresham Financial Strategies Ltd and is in charge of maintaining Gresham’s recommended fund panel, portfolio asset allocations and ESG proposition. Away from the office Simon is a keen sports fan and musician. Simon is a CFA Charterholder.
Job Title: Administrator
Clare is Gresham Financial Strategies Ltd administrator. Clare also works alongside a number of advisors assisting with pensions, investments and mortgages and she is currently working towards her Certificate in Paraplanning. Outside of work Clare is a cooking enthusiast and an avid reader and enjoys spending time with her family.
Job Title: Apprentice
Simon is a graduate in Digital Technologies and Policy from UCL and International Relations and Politics from Cardiff. Simon is currently enrolled in a Financial Planning Apprenticeship through Gresham Financial Services. Simon currently lives in North London.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
To find out more or to arrange a meeting with us, please call
020 7256 8888, or email enquiries@greshamfs.co.uk
Gresham Financial Strategies Limited
840 Salisbury House
London Wall
London
EC2M 5QQ
Gresham Financial Strategies Limited is registered in England & Wales no. 12513336. Registered office, 840 Salisbury House, London Wall, London EC2M 5QQ.
Authorised and regulated by the Financial Conduct Authority. Gresham Financial Strategies Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 937127. If you wish to register a complaint, please write to us at the address above or email us at enquiries@greshamfs.co.uk
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2021 Gresham Financial Strategies. All rights reserved.