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
12th November 2018
Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Jonathan Young
Director
Daniel Ardern
Chartered Financial Planner
Becky Sugden APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Morven Millar
Director
Accreditations
Chartered Financial Planner
Where to find us

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

Contact us
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
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Gresham Wealth Management LLP have Corporate Chartered Status which is committed to a code of ethics as set out by its regulatory body which include: acting in the the best interests of every client, providing a high standard of service, acting with the highest ethical standards and integrity whilst treating people fairly regardless of race, sex, religion, age or disability.

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