Matrimonial Settlements

Family solicitors encounter ever more complex situations in which they have to advise. We at Gresham Wealth Management Ltd fully understand the complexities that you face.

The areas of advice which Gresham Wealth Management Ltd can provide are:

  • Mortgage Capacity Advice – property purchase after divorce will require specific advice as to the amount which can be borrowed, and the rate of interest that will be charged.
  • Investment Advice – Investment advice for recipients of lump sum divorce settlements is essential to provide long term growth and replacement of lost benefits.
  • Pension Advice – We can help speed up the process of accurately valuing assets, including investments and pensions. Also, we can assist in interpreting actuarial pension reports and recommend suitable vehicles for pension credits. Finally, once the divorce has been settled, we can advise you clients on the investment and management of the assets they are left with in accordance with their individual requirements.
  • Life Insurance – With the break-up of a family, insurance requirements can change. Existing policies may have to be replaced with new ones to cover the change in circumstances.
  • Business Assets – Gresham Wealth Management Ltd have links with Forensic Accountants who can assist and ensure on accurate valuations of Business Assets.
  • 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.

  • Client Testimonials

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