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.

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    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
    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.
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