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

    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’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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.
    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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