We will talk to you about your goals in life, your expectations and the hurdles in your way.
We will take the time to understand you.
Throughout life, financial planning needs to adapt to changes in an individual's circumstances and age.
We advise on all aspects of financial planning and help our clients achieve their aims and aspirations in a professional and approachable manner.
Services and Advice
Gresham Wealth Management Service Gresham currently manages, on an advisory basis, almost £100 million of client funds across a full range of asset classes. All portfolios are individually tailored to client circumstances taking into account each client’s objectives, appetite for investment risk, time horizon, personal preferences and capacity for loss. Portfolios are regularly reviewed (usually […]Read More
We are a partner led, client focused firm of financial planners – our clients come to us for solutions. Our approach is to understand your goals, which may be short term, in the future and not all of which might be financial. We seek to understand your current situation and then to advise you on […]Read More