Corporate

Gresham Wealth Management Ltd are highly experienced in working with different types of businesses, from small owner managed businesses up to very large publicly quoted companies. We fully understand that each business has its own specific requirements and that understanding those requirements is key.

We work with businesses, and their owners, to help them achieve the desired outcomes in the best way possible. Whether you are looking to engage with your employees around the subject of pensions and employee benefits, or simply looking to extract profits from your business in the most tax efficient way, we can help.

  • Client Testimonials

    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thank you so much again for your time and brilliant advice.
    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
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