Matrimonial Settlements

Family solicitors encounter ever more complex situations in which they have to advise. We at Gresham Wealth Management Ltd fully understand the complexities that you face.

The areas of advice which Gresham Wealth Management Ltd can provide are:

Mortgage Capacity Advice – property purchase after divorce will require specific advice as to the amount which can be borrowed, and the rate of interest that will be charged.
Investment Advice – Investment advice for recipients of lump sum divorce settlements is essential to provide long term growth and replacement of lost benefits.
Pension Advice – We can help speed up the process of accurately valuing assets, including investments and pensions. Also, we can assist in interpreting actuarial pension reports and recommend suitable vehicles for pension credits. Finally, once the divorce has been settled, we can advise you clients on the investment and management of the assets they are left with in accordance with their individual requirements.
Life Insurance – With the break-up of a family, insurance requirements can change. Existing policies may have to be replaced with new ones to cover the change in circumstances.
Business Assets – Gresham Wealth Management Ltd have links with Forensic Accountants who can assist and ensure on accurate valuations of Business Assets.

Shareholder/Partnership Protection

One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.
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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.

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.

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.

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.

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.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

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.