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

    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.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
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