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.

  • Client Testimonials

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