Professional Introducer

With accountants and solicitors no longer being able to offer financial advice through their professional bodies, the choices left to you are to either refer such work to an authorised independent financial adviser or to try and bring the work ‘in house’. By carrying out the advice yourself you effectively become a financial adviser, or create your own financial advice department, with the associated legislation, compliance issues and costs.

Some solicitors and accountants have made the decision to move away completely from giving any form of financial advice, however this is not the best solution for your clients or for yourself. Clients often require a multi-disciplined approach, drawing on the skills of different professions to help them plan their affairs fully, of which financial advice is an important part.

Gresham Wealth Management Ltd is committed to the development of the professional introducer market, by providing bespoke financial solutions for both the introducer and their clients. By combining the use of the latest technology along with regular face to face contact and traditional client service values, we provide a unique service to the professional market and to their clients

If you are an Accountancy or Solicitor practice who want to do more for your clients we would welcome the opportunity to discuss how our services could work for you.

  • 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

    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    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.
    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.
    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
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