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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 28-36 Cecil Road, Hale,cheshire Wa15 9pb,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- greshamwm.co.uk
- Keywords
- Personal Injury & Clinical Negligence Awards, Divorce Settlements, Retirement Planning, Investments for Inheritance Tax Mitigation, Deputy/Court of Protection and Trust advice, Financial planning, Wealth management, Financial advisors.
- HQ
- Hale, Cheshire
Gresham Wealth Management Questions
Gresham Wealth Management's website is greshamwm.co.uk
Gresham Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/gresham-wealth-management-llp
Gresham Wealth Management has
8 employees.
View email and phone details for 8
employees at Gresham Wealth Management.
Gresham Wealth Management's industry is
Financial Services
Gresham Wealth Management's top competitors are
Apex Mortgage + Protection ™,
Octomate,
Parapool - The Paraplanning Platform,
Fox-Rees Consulting,
My Probate Solicitors,
Ithaca Financial Planning Ltd,
Gresham Wealth,
Finsolnet,
Morpheus Lending,
Seven Post Trust Company.
Gresham Wealth Management's categories are Financial Services
Gresham Wealth Management's founding year is 2010
