We have many years experience in dealing with the Court of Protection and the Office of the Public Guardian. Gresham Wealth Management Ltd provides initial and ongoing support to Trustees and Deputies and our experience and independent status make us an ideal partner.
The areas of advice which Gresham Wealth Management Ltd can provide are:
Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.
You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.
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.
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.
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.
Just a big thank you for all you have done for our family. We do appreciate it.
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.
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.
Thank you so much again for your time and brilliant advice.
