Specialist Services

As well as the range of wealth management services we are able to offer to clients, Gresham Wealth Management Ltd has also developed an enviable reputation in a number of highly specialised areas of financial advice. These are listed below:

  • Personal Injury Trusts
  • Court of Protection
  • Trust and Estate Panning

It is important that anybody requiring advice in these areas can utilise the skills and expertise of an experienced adviser who has a proven track record and understanding of the complex issues that are involved. Having worked with clients across these specialist areas for many years, our independent financial advisers understand the unique aspects of dealing with such cases and are ideally placed to assist clients now and in the future.

No two clients have the same set of circumstances therefore providing a tailored service that meets the needs of each individual or couple is paramount.

Working Alongside Professional Advisers

Due to the nature of these specialist areas of advice, clients are often referred to us from other professional advisers. As such, we have developed strong relationships with fellow professionals and will go above and beyond expectations to ensure clients who have been signposted to us receive the highest standards of service and advice.

We are accustomed to working alongside a client’s other professional advisers, such as their accountants and solicitors, to jointly achieve the desired financial outcome for the client.

Contact our Financial Advisers

The financial advisers at Gresham each have their own areas of specialism and as such, new clients will be allocated to an adviser that best suits their needs. As a firm of financial advisers that holds the prestigious chartered status, clients and professionals alike can be sure that they/their clients will receive financial advice of the highest standards and quality.

To learn more about our specialist services please contact 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.

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