Gresham Wealth Management

At Gresham Wealth Management, we believe in working closely with our clients to achieve their financial goals. That's why we put them at the heart of our business. Our team of experienced and qualified financial advisers, supported by technical researchers and a dedicated client services team, works together to deliver a personalized and tailored approach to wealth management.

Our Services

We offer a wide range of financial services, including:

Wealth Management: We provide personalized wealth management solutions tailored to each client's unique circumstances and goals. Our services include wealth creation, wealth preservation, and estate planning.

Retirement Planning: We help our clients plan for a comfortable retirement, ensuring they have the income and resources they need to maintain their lifestyle.

Pensions Advice: We offer expert advice on pensions and pension planning, helping our clients make informed decisions about their retirement savings.

Investing: We provide investment advice and management services, helping our clients grow their wealth over the long-term.

Matrimonial Settlements: We offer expert advice on matrimonial settlements, helping individuals navigate the complex process of dividing assets in divorce or separation.

Personal Injury: We provide specialist advice and management services to individuals who have suffered personal injuries or injuries resulting from clinical negligence.

Trusts and Court of Protection: We offer expert advice on trusts and the Court of Protection, helping our clients navigate complex legal and financial situations.

Inheritance Tax: We provide expert advice on inheritance tax planning, helping our clients minimize their tax liabilities and ensure their estate is distributed as they wish.

Who We Work With

We work with a wide range of clients, including business owners, retirees, high net-worth individuals, and couples. We also provide specialist services to trustees, deputies, and recipients of personal injury awards or clinical negligence claims.

Our Team

Our team of financial advisers and technical researchers is dedicated to delivering exceptional service to our clients. We are committed to ongoing professional development and ensuring that our staff have the skills and knowledge needed to provide the best possible service.

Our Commitment

We are committed to working closely with our clients to understand their unique goals and circumstances. We will help you develop a personalized financial plan and then work with you to monitor, maintain, and adapt it throughout your lifetime.