Wealth Management

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.

The types of investment arrangements on which Gresham Wealth Management Ltd can advise upon are:

  • Individual Savings Accounts (ISAs)
  • Unit Trusts and Open Ended Investments (OEICS)
  • Investment Bonds
  • Qualifying Savings Plans
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Schemes (EISs)

  • 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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