Corporate financial planning is one of the most important elements of running a business. Gresham Wealth Management Ltd provides a range of services to help companies, partnerships and sole traders develop and succeed, by making them more financially secure.
The areas of advice which Gresham Wealth Management Ltd can provide are:
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.
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.
You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
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.
Thank you so much again for your time and brilliant advice.
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.
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.
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.
Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.