Investments

Whoever you are and whatever your circumstances, it is likely that you will have financial goals of some sort. Whether this is to fund retirement, accumulate wealth to pass on to future generations, be able to support family during your lifetime or perhaps a combination of these, in order to make the most of your wealth, it is likely that you will need some sort of investment plan.

Whatever your savings or investment goal, we will work with you to create a plan to help you achieve it. Whether your objective is to utilise your ISA allowance, invest on behalf of your children, make use of an inheritance, invest for your long term security or simply review your existing investment portfolio, Gresham Wealth Management Ltd can provide the independent advice that you require.

By getting to know our clients first, understanding your objectives, circumstances, investment timescales and approach to investment risk, and by utilising our experience and expertise, we can create an innovative plan to meet your requirements. As independent financial advisers Gresham Wealth Management Ltd are able to advise across the full range of savings and investment products, giving you access to the best possible solutions.

Once established, we will continue to review your portfolio on a regular basis to ensure it adapts to changes in your circumstances and attitude to investment risk, as well as with changes in the wider economy, stock markets and your individual funds.

The benefits of seeking financial advice from Gresham’s team of chartered financial advisers include:

  • the active management of your investments by expert team
  • a tax-efficient portfolio of investments designed with your goals in mind
  • regular review of your investments to ensure they remain on target
  • any changes required are overseen by our experienced client services team
  • regular scheduled reviews of your investment portfolio with your IFA
  • proactive management of underlying investments

 

When it comes to managing investments, the assistance of a financial adviser able to provide advice on the full range of wealth planning strategies can make all the difference in achieving your goals.

For help and advice in relation to investment planning, please get in touch with us.

  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • 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.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

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  • Client Testimonials

    Just a big thank you for all you have done for our family. We do appreciate it.
    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 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.
    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.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
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  • Contact Details

    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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