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.

  • 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.

  • Client Testimonials

    Thank you so much again for your time and brilliant advice.
    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.
    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.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
  • Twitter

Main Menu