Professional Introducer

With accountants and solicitors no longer being able to offer financial advice through their professional bodies, the choices left to you are to either refer such work to an authorised independent financial adviser or to try and bring the work ‘in house’. By carrying out the advice yourself you effectively become a financial adviser, or create your own financial advice department, with the associated legislation, compliance issues and costs.

Some solicitors and accountants have made the decision to move away completely from giving any form of financial advice, however this is not the best solution for your clients or for yourself. Clients often require a multi-disciplined approach, drawing on the skills of different professions to help them plan their affairs fully, of which financial advice is an important part.

Gresham Wealth Management Ltd is committed to the development of the professional introducer market, by providing bespoke financial solutions for both the introducer and their clients. By combining the use of the latest technology along with regular face to face contact and traditional client service values, we provide a unique service to the professional market and to their clients

If you are an Accountancy or Solicitor practice who want to do more for your clients we would welcome the opportunity to discuss how our services could work for you.

  • Keyman Protection

    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.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Client Testimonials

    Thank you so much again for your time and brilliant advice.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
    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.
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