Whoever you are and whatever your circumstances, it is likely that you will have financial goals of some sort. Whether this is to fund retirement, accumulate wealth to pass on to future generations, be able to support family during your lifetime or perhaps a combination of these, in order to make the most of your wealth, it is likely that you will need some sort of investment plan.

Whatever your savings or investment goal, we will work with you to create a plan to help you achieve it. Whether your objective is to utilise your ISA allowance, invest on behalf of your children, make use of an inheritance, invest for your long term security or simply review your existing investment portfolio, Gresham Wealth Management Ltd can provide the independent advice that you require.

By getting to know our clients first, understanding your objectives, circumstances, investment timescales and approach to investment risk, and by utilising our experience and expertise, we can create an innovative plan to meet your requirements. As independent financial advisers Gresham Wealth Management Ltd are able to advise across the full range of savings and investment products, giving you access to the best possible solutions.

Once established, we will continue to review your portfolio on a regular basis to ensure it adapts to changes in your circumstances and attitude to investment risk, as well as with changes in the wider economy, stock markets and your individual funds.

The benefits of seeking financial advice from Gresham’s team of chartered financial advisers include:

  • the active management of your investments by expert team
  • a tax-efficient portfolio of investments designed with your goals in mind
  • regular review of your investments to ensure they remain on target
  • any changes required are overseen by our experienced client services team
  • regular scheduled reviews of your investment portfolio with your IFA
  • proactive management of underlying investments


When it comes to managing investments, the assistance of a financial adviser able to provide advice on the full range of wealth planning strategies can make all the difference in achieving your goals.

For help and advice in relation to investment planning, please get in touch with us.

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    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.

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