About Us

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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  • Testimonials

    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.
    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.
    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.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
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