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.

Team

David Turner

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

Gerard Thomas

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!

Tony Marsden

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 […]

Abi Rasaratnam

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 […]

Alistair Murdoch

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 […]

Simon Malone

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.

Clare Bettley

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.

Simon Turner

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.

Here to help

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.

Want to know more

To find out more or to arrange a meeting with us, please call
020 7256 8888, or email enquiries@greshamfs.co.uk