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

    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
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