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Chartered Financial Planners, IFA Manchester

Understanding where you are now, recognising where you want to get to, and knowing how you can get there are the fundamental principles to achieving your lifestyle goals.

At Gresham, we believe that seeking financial advice should not only help to create a more positive financial future, but also develop a secure position from which to make confident decisions when faced with life’s ups and downs.

As a small, professionally qualified team of financial advisers, supported by technical paraplanners and a dedicated client relations team, Gresham provide clients with a personal and individually tailored approach to wealth management.

We help clients to develop a clear strategy for their financial plans, supported by sound investment and taxation initiatives. The ultimate aim is to help clients control their wealth with confidence.

Offering a broad range of financial services advice, the team at Gresham can help wherever you are up to in your financial journey. Working with you to understand your aims and ambitions, our role is to help you to achieve these through investing in your financial future.

Our proven track record has been built on quality advice and integrity. Gresham Wealth Management hold the distinguished Corporate Chartered Financial Planners title as awarded by the Chartered Insurance Institute (CII). This highly-coveted accreditation demonstrates our commitment to professionalism and high standards, allowing you to rest assured that your finances are in safe hands.

Testimonials

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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Coronavirus Update

First of all, we wish to start this message by saying we hope you are all keeping well and staying in positive spirits during these difficult and uncertain times.

Since our previous update, the situation regarding the spread of COVID-19 has escalated and we have seen much more stringent restrictions put in place regarding our day-to-day movements.

Despite this, we remain fully operational, with clients able to contact their adviser in the usual way.

The health and safety of our staff and clients is paramount and we are also keen to ensure we are playing our part in helping to reduce the spread of the virus.

As such, we now have the following measures in place:

We thank you for your continued support and send our best wishes to you and your families.

The Gresham Team