Gresham Wealth Management Ltd is a Chartered firm of independent financial planners based in Hale, Cheshire. Founded by Jonathan Young and Morven Millar, Gresham Wealth Management offers advice for individual and corporate clients across all areas of financial planning to help them map out and achieve their short and long-term goals.
Our services include:
- Wealth management
- Retirement planning
- Pensions advice
- Investing matrimonial settlements
- Personal Injury Trusts
- Court of Protection
- Inheritance Tax advice
Who we work with
Gresham Wealth Management typically work with business owners, retirees and high net-worth individuals and couples.
Whilst still working, we help clients to make informed financial decisions to accumulate wealth in a sustainable way in line with their risk profile. Financial advice not only helps to deliver better returns but also provides clients with the reassurance of following a plan of action.
Once retired, we help clients to access the funds they need in the most cost-effective and tax-efficient way whilst balancing this with their other financial goals – be that to pass wealth on to the next generation or prolong the life of their retirement pot.
Gresham Wealth Management also provides a specialist service to Trustees, Deputies and recipients of personal injury awards/clinical negligence claims.
Talented individuals working together to deliver an exemplary service
Having grown steadily and organically since opening our doors in 2010, the team at Gresham is large enough to deliver a range of financial planning services with technical expertise but small enough to offer a personal service.
Comprising both financial advisers and technical researchers, supported by a skilled client services team, all of the Gresham team work closely together to deliver an exemplary service to clients.
Our commitment to you
We understand that everybody is different, as are their goals. Whether you are an individual, a couple, a business owner or a trustee, we will help you develop the right financial plan for your personal circumstances. We will then help you to monitor, maintain and adapt it throughout your lifetime depending on your needs and changing circumstances.
Our commitment to our team
We expect each member of our team to work to their own personal best but in turn, we believe in rewarding staff appropriately. In addition to perks including birthdays off and the opportunity of an annual bonus, we are also passionate about supporting team members to achieve ongoing professional qualifications and continuing development.
For more information on any of our services, or to make an initial enquiry, please contact us.
