Personal

At Gresham Wealth Management we firmly believe in working with you to achieve your financial goals, and because of this belief we put you at the heart of our business. It is vital that we work closely with you and get to know your financial objectives fully, understanding your attitude to investment risk, financial goals, timescales, experience of investments and, perhaps most importantly, your values and preferences. From this foundation we provide individually tailored solutions to meet your needs and objectives.

The areas of advice in which we specialise include:

  • Retirement planning
  • Family protection
  • Investments
  • Inheritance Tax planning
  • Wealth management
  • Matrimonial settlements

Our service to you 

We understand that wealth and finances are close to people’s hearts and as financial advisers, we are therefore in an extremely trusted position so far as our clients are concerned.  We do not take this responsibility lightly and will therefore only take on clients where we can make a positive difference to their long-term financial outlook.

Our team of financial advisers each has their own area of specialism and as such, we can be sure to match each client with the adviser most appropriate to them and their needs.

Along with a direct line of communication with your named adviser, clients will also have access to our client relations team, who can help with any administrative tasks necessary as part of your wealth management plan.

Chartered Financial Advisers

Our work does not stop with the initial solution. Over time, your financial needs will change and we fundamentally believe in an ongoing relation with you, our client, to meet these changes. Our service encompasses ongoing review meetings to ensure that your needs are met and that the solutions we provide are working to deliver the desired results.

As an independent firm of financial advisers, and one with prestigious chartered status, we are amongst the top financial planning practices in the UK, committed to providing service and support of the highest quality.

Our team of specialist financial advisers work with clients across the country to help them achieve their financial goals. Whether you are seeking advice on just one aspect of managing your wealth, or whether you are looking for a firm to look after all of your needs, we are happy to have an initial discussion with you to establish how we can help.

To speak to us today, please get in touch here.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Client Testimonials

    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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 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.
    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.
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