Personal Services

In addition to services for your clients, with so many accountants and solicitors working long hours, you may find that you are giving your client’s cases far more time and thought than that of your own financial situation.

By reviewing your current financial plans and looking at future opportunities we can help put in place the appropriate planning steps to enable you to reap the benefits of the long hours worked and the financial rewards that go with it, leaving you to focus on your clients. This will also show the benefits of how we work with your clients to you first hand.

  • 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.

  • Client Testimonials

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

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