Gresham Wealth Management

Gresham Wealth Management is a Chartered firm of independent financial planners based in Hale, Cheshire. Founded by Jonathan Young and Morven Millar in 2010, we provide individuals, families, businesses, and personal injury recipients with comprehensive financial planning and guidance to help them achieve their financial goals and navigate life's transitions with confidence.

Our Services

Our tailored services encompass all aspects of financial planning, including:

For Individuals & Families

• Wealth Management
• Retirement Planning & Pensions
• Investing & Portfolio Management
• Matrimonial Settlements
• Personal Injury Trusts
• Inheritance Tax Planning

For Business Owners

• Business Planning & Succession Planning
• Tax Optimization Strategies
• Employee Benefits Consulting

For Personal Injury Recipients

• Rehabilitation Funding Management
• Court of Protection Applications
• Asset Preservation & Protection

Our Approach

We believe in building close relationships with our clients and understanding their unique needs and aspirations. Our collaborative approach involves:

• Discovery & Needs Analysis: We take the time to understand your current financial situation, goals, and anxieties.
• Tailored Planning: We develop a personalized plan based on your individual circumstances and objectives.
• Implementation & Review: We execute your plan and regularly review its efficacy to ensure it remains aligned with your evolving needs and goals.

Who We Work With

Gresham Wealth Management primarily works with:

• Business owners and entrepreneurs
• Retirees and high net-worth individuals and couples
• Individuals and families seeking wealth management and estate planning solutions
• Trustees and recipients of personal injury awards

Our Team

Our team comprises experienced and qualified financial planners, technical researchers, and a skilled client services team. We are united by a shared commitment to exceptional client service, professional integrity, and tailored solutions.

Our Commitment

We believe in working collaboratively with our clients to create tailored financial plans that meet their unique needs and aspirations. We are committed to:

• Providing personalized and responsive service
• Offering transparent and clear communication
• Delivering innovative and efficient solutions
• Building lasting relationships with our clients