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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Samantha Brannigan Apfs | Chartered Financial Planner at Gresham | Altrincham, England, United Kingdom |
Email
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| David Kershaw | Technical Analyst at Gresham Wealth |
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|
|
| Kieran Mawdesley Dippfs | Financial Planner | United Kingdom |
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| Lorna Jervis | Office Administrator at Gresham Wealth | Stockport, England, United Kingdom |
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|
Employees by Management Level
Individual contributor
5 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
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