Gresham Wealth Management Ltd

Independent Financial Adviser Cecil Court, 28 - 36 Cecil Road, Hale, Cheshire, WA15 9PB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group risk
    • Long term care
Meet our advisers
Becky Sugden APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Daniel Ardern
Chartered Financial Planner
Morven Millar
Director
Accreditations
Chartered Financial Planner
Jonathan Young
Director
Where to find us

Cecil Court, 28 - 36 Cecil Road, Hale, Cheshire, WA15 9PB

Make an enquiry
About us

Gresham Wealth Management Ltd are Chartered Financial Planners awarded for their professionalism and capability following rigorous assessment which adheres to a strict Code of Ethics including Continuous Professional Development.
Client service and satisfaction is key to our business and we aim to combine traditional service values with forward thinking innovative solutions to provide the best results for our clients in a bespoke manner.
Our proven track record has been built on quality advice and integrity and as we are happy to work on a fee basis, you can trust that our advice is completely unbiased and impartial.

Our services

We are specialists in dealing with sizeable personal injury and clinincal negligence awards, court of protection work, divorce settlements, complex pension issues and Inheritance tax planning whilst saving many clients tax in general.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0