Lewis Marsh

Lewis Marsh

Lewis Marsh

Lewis joined the financial services sector in September 1996 working in London for several financial advice practices providing paraplanning and administration support to senior advice consultants.

Lewis has worked in the financial services industry for over 19 years working in administration, technical support and advisory roles.

Lewis’s current role focuses on providing retail investment product research and technical support to the Gresham Wealth Management advice team.

He is an active member of the Investment Committee participating in regular review meetings and conducts ongoing assessment and monitoring of investment products included within client portfolios.

Lewis currently holds the Investment Management Certificate (IMC), Diploma in Financial Planning (UK) with Diploma and Advanced Diploma qualifications in Financial Planning (Australia).

  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • 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.

  • 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.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    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.

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  • Client Testimonials

    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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    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.
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  • Contact Details

    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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