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:
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.
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.
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.
Just a big thank you for all you have done for our family. We do appreciate it.
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.
You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
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.
Thank you so much again for your time and brilliant advice.
Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
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.
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.
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.
Telephone:
0161 973 9150
Fax:
0161 941 6591
Address:
Cecil Court,
28-36 Cecil Road,
Hale,
Altrincham,
WA15 9PB
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