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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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Distinct roles
7
indexed titles
Tech stack
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- SB
Samantha Brannigan
Chartered Financial Planner · Finance & Accounting
EmailPhone - AL
Alison Lawler
Paraplanner · Finance & Accounting
EmailPhone - DK
David Kershaw
Technical Analyst · Information Technology
EmailPhone - LJ
Lorna Jervis
Office Administrator · General Business & Management
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Gresham Wealth Management
7 distinct titles indexed · top 7 shown.
- 1chartered financial planner
- 1consultant
- 1financial advisor
- 1financial planner
- 1office administrator
- 1paraplanner
- 1technical analyst
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