Gresham Financial Strategies

Gresham Financial Strategies provides financial advice to individuals and businesses. They focus on understanding clients' situations and objectives to develop plans for achieving financial goals.
  • Wills
  • Pensions
  • Mortgages
  • Protection
  • Equity Release
  • Long-Term Care
  • Savings and Investments

Size
Small
Phone
N/A
Email
N/A
Locations
Salisbury House, 840 London Wall, EC2M 5QQ
02072568888
Digital Popularity
Social Media
Competitors
Alexander James
Alexander James is an independent financial planning company that offers tailored financial advice to help clients achieve their financial goals.
Company Details
Gresham Financial Strategies is operated by Gresham Financial Strategies Ltd and is a Active company incorporated on 12 March 2020 with the registered office located in London, City of London. Gresham Financial Strategies Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
7
Turnover
Unreported
Total Assets
£463.91K
Cash in Bank
£223.98K
Total Liabilities
-£172.04K

Director • British • Lives in UK • Born in Sep 1969
Director • British • Lives in UK • Born in Nov 1959
Gresham TT Limited
PSC
Teams
All
5
Management
4
Finance
3
Director • Joined Mar 2021
Portfolio Manager & Fund Analyst • Joined Jan 2018
Client Director • Joined Feb 2023
Trainee Paraplanner • Joined Feb 2023
Independent Financial Advisor • Joined Jan 2020
Director • Joined Mar 2021
Investment Director • Joined Mar 2021
Client Director • Joined Feb 2023
Independent Financial Advisor • Joined Jan 2020
Portfolio Manager & Fund Analyst • Joined Jan 2018
Trainee Paraplanner • Joined Feb 2023
Independent Financial Advisor • Joined Jan 2020