Family Protection

The majority of people understand that insurance is an important part of their finances, however many people can forget that the most important part of their finances is themselves, in particular their ability to bring home an income.

When times are good, it can be tempting to forego insurance policies, thinking that you have no need or call for them. Whilst we very much hope this is the case for our clients, we have sadly seen many situations over the years where they have been required.

Using a trusted panel of providers, the team at Gresham can advise on the most appropriate forms and levels of insurance to protect you and your family.

The types of protection arrangements Gresham Wealth Management Ltd can advise upon are:

  • Term Assurance
  • Family Income Benefit
  • Whole of Life
  • Critical Illness Cover
  • Permanent Health Insurance / Income Protection
  • Private Medical Insurance

Deciding what type and level of insurance to take can be a challenge, especially without the right advice. Our team of advisers are able to guide you through the options available, helping to select the most suitable policies to ensure you are fully protected. It’s all a case of planning for the worst, whilst of course hoping for the best.

For advice specific to your individual circumstances, please contact us.

  • 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.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
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