Gresham are delighted to have reached our fifth anniversary this month – an occasion we marked with a celebration at our office in Hale.
Set up by Directors Morven Millar and Jonathan Young in 2010, Gresham Wealth Management was officially five years old on 6th April. The team celebrated the milestone with cake, nibbles and bubbly in the office on a Friday afternoon.
Providing independent financial advice to individuals and businesses throughout Manchester, Cheshire and the wider North West, Gresham offers a broad range of financial services advice including retirement, investment, tax and estate planning. Working closely with solicitors, accountants and other professional advisors, Gresham also specialise in Personal Injury Trusts, Court of Protection work and divorce settlements.
Morven commented on the anniversary:
“The past five years have been phenomenal for us and we are delighted to have expanded so much in such a short period of time. A great deal has gone on over the past five years – from appointing new team members to achieving chartered firm status and more recently, the office move to Hale. The growth of the firm has really been beyond our expectations and has allowed a more personal approach to the handling of client investment portfolios.”
“Morven and I set up the business as we wanted to provide a better service to clients than we felt was available at other IFA’s. We definitely feel we have achieved this over the last five years and are hugely thankful to our fantastic team, who help us to deliver this on a daily basis.
“We have some exciting plans in the forthcoming months including the next in our series of professional masterclasses, and we hope the next five years will be even more successful”.
Gresham Wealth Management Ltd is based in Hale, Cheshire. Our next CPD professional masterclass, which will cover the Post Election Fallout, Oil Prices and Deflation, will take place on 17th June. For more information or to book a place, contact us on 0161 973 9150 or email us here.