Personal

At Gresham Wealth Management we firmly believe in working with you to achieve your financial goals, and because of this belief we put you at the heart of our business. It is vital that we work closely with you and get to know your financial objectives fully, understanding your attitude to investment risk, financial goals, timescales, experience of investments and, perhaps most importantly, your values and preferences. From this foundation we provide individually tailored solutions to meet your needs and objectives.

The areas of advice in which we specialise include:

  • Retirement planning
  • Family protection
  • Investments
  • Inheritance Tax planning
  • Wealth management
  • Matrimonial settlements

Our service to you 

We understand that wealth and finances are close to people’s hearts and as financial advisers, we are therefore in an extremely trusted position so far as our clients are concerned.  We do not take this responsibility lightly and will therefore only take on clients where we can make a positive difference to their long-term financial outlook.

Our team of financial advisers each has their own area of specialism and as such, we can be sure to match each client with the adviser most appropriate to them and their needs.

Along with a direct line of communication with your named adviser, clients will also have access to our client relations team, who can help with any administrative tasks necessary as part of your wealth management plan.

Chartered Financial Advisers

Our work does not stop with the initial solution. Over time, your financial needs will change and we fundamentally believe in an ongoing relation with you, our client, to meet these changes. Our service encompasses ongoing review meetings to ensure that your needs are met and that the solutions we provide are working to deliver the desired results.

As an independent firm of financial advisers, and one with prestigious chartered status, we are amongst the top financial planning practices in the UK, committed to providing service and support of the highest quality.

Our team of specialist financial advisers work with clients across the country to help them achieve their financial goals. Whether you are seeking advice on just one aspect of managing your wealth, or whether you are looking for a firm to look after all of your needs, we are happy to have an initial discussion with you to establish how we can help.

To speak to us today, please get in touch here.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Client Testimonials

    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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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