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VerifiedFinancial Services· Founded 2010

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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HeadquartersHale, United KingdomEmployees7(11 to 50)Annual revenue$1M to <$10MFounded year2010Websitegreshamwm.co.ukLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

7

11 to 50 range

Open roles

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Distinct roles

7

indexed titles

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0

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Monthly traffic

organic / mo

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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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