Gresham Wealth Management
Company Management

Gresham Wealth Management

Financial Services Hale, Halton, United Kingdom 8 employees
Employees
8
Contacts
1
Emails
1

Gresham Wealth Management Overview

Headquarters
Hale, Halton, United Kingdom
Website
greshamwm.co.uk
Industry
Financial Services
Employees
8
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Gresham Wealth Management

Gresham Wealth Management Ltd is an Independent Financial Advisory (IFA) firm based in Hale, Cheshire and is directly regulated by the Financial Conduct Authority. Holding the prestigious award of Corporate Chartered Status from the Personal Finance Society, all Chartered Financial Planners commit to the Chartered Insurance Institute's Code of Ethics reinforcing the highest standards of professional practice in their business dealings. Client service and satisfaction is key to Gresham Wealth Management and we aim to combine traditional service values with forward thinking innovative solutions to provide the best results for our clients. Gresham Wealth Management Ltd provides specialist financial advice in the areas of Personal Injury Trusts, Court of Protection, Retirement Planning, Divorce Settlements, Estate & Inheritance Tax Planning, Care Fee Planning and Pension Transfer advice.

Gresham Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Gresham Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Samantha Brannigan Apfs Chartered Financial Planner at Gresham
Email
David Kershaw Technical Analyst at Gresham Wealth
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Kieran Mawdesley Dippfs Financial Planner
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Lorna Jervis Office Administrator at Gresham Wealth
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Employees by Management Level

Individual contributor 5 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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