At Gresham Wealth Management we firmly believe in working with you to achieve your financial goals, and because of this belief we put you at the heart of our business. Understanding where you are now, recognising where you want to get to, and knowing how you can get there are the fundamental principles to achieving your lifestyle goals.
At Gresham, we believe that seeking financial advice should not only help to create a more positive financial future, but also develop a secure position from which to make confident decisions when faced with life's ups and downs.
At Gresham, we believe that seeking financial advice should not only help to create a more positive financial future, but also develop a secure position from which to make confident decisions when faced with life's ups and downs.
Services
Gresham Wealth Management Ltd is a Chartered firm of independent financial planners based in Hale, Cheshire. Founded by Jonathan Young and Morven Millar, Gresham Wealth Management offers advice for individual and corporate clients across all areas of financial planning to help them map out and achieve their short and long-term goals.
Gresham Wealth Management Ltd is led by a professionally qualified team of financial advisors. Our proven track record has been built on quality advice and integrity and has been recognised with our 'Chartered Financial Planners' accreditation. Gresham Wealth Management Ltd is a two director firm with over 45 years combined experience in the Financial Services sector.
Gresham Wealth Management hold the prestigious title of 'Chartered Financial Planners'. Awarded by the Chartered Insurance Institute (CII), Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour in the financial services industry. There are currently only around 900 firms in the UK that have achieved Chartered Financial Planners status.
At Gresham Wealth Management we firmly believe in working with you to achieve your financial goals, and because of this belief we put you at the heart of our business. It is vital that we work closely with you and get to know your financial objectives fully, understanding your attitude to investment risk, financial goals, timescales, experience of investments and, perhaps most importantly, your values and preferences.
Gresham Wealth Management provide a comprehensive range of wealth management and financial planning services tailored to recipients of personal injury and clinical negligence awards. Having built our expertise in this field over many years, we understand that those who have received compensation as a result of injury or a medical mistake will have been through a life changing series of events.
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