Court of Protection

We have many years experience in dealing with the Court of Protection and the Office of the Public Guardian. Gresham Wealth Management Ltd provides initial and ongoing support to Trustees and Deputies and our experience and independent status make us an ideal partner.

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

  • Courts Fund Special Account
  • State Benefit Legislation
  • Investment Management
  • Taxation Advice
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

  • Client Testimonials

    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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.
    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
    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.
    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.
  • Twitter

Main Menu