Entrepreneur's Hub | Gresham Wealth Management

Running a business comes with exciting opportunities and complex financial decisions. At Gresham, we help entrepreneurs like you navigate key financial areas, ensuring your wealth, business, and future are protected.

As business owners ourselves, we understand the challenges you face, and you can be sure you’re getting the best guidance from experienced financial planners who specialise in supporting successful wealth generators like you.

Whether you are just starting out with your own business or you are a seasoned entrepreneur, our clients cover a wide spectrum of business experience and you can be confident you are in good company as a Gresham client.

By working alongside you and your fellow directors, we are able to help shape your future, providing precious peace of mind for you and your family.

Furthermore, we are able to identify areas in which the expertise of other professionals needs to be sought such that your interest in the business is protected and tax efficiency is maximised.

We appreciate that goals and objectives can change at different stages of your personal and business lifecycle, and by reviewing your circumstances on a regular basis, our plans can be adapted to ensure the stability of both your personal and business finances.

Book a free consultation

If you run a business and would like our free, no-obligation meeting at our office in Hale, Cheshire (or in yours!) email us now at [email protected] or call 0161 973 9150.

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Protection

Safeguarding your business and personal finances is essential. We offer expert advice on:

Business Protection Insurance – Ensuring continuity with key person cover, shareholder protection, and relevant life policies.

Income Protection – Protecting your personal income in case of illness or injury.

Critical Illness & Life Cover – Providing financial security for your loved ones and business partners.

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Pensions

Planning for the future is crucial, whether you’re a sole trader, director, or employer. We help with:

Director Pensions – Efficient pension planning tailored to business owners.

Workplace Pensions – Ensuring compliance and optimal schemes for your employees.

Self-Invested Personal Pensions (SIPPs) – Greater control and flexibility for long-term wealth growth.

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Personal Investments

Your business success should translate into personal financial security. We guide you on:

Tax-Efficient Investments – ISAs, Venture Capital Trusts (VCTs), and Enterprise Investment Schemes (EIS).

Wealth Management – Strategic investment planning tailored to your goals.

Inheritance Tax Planning – Structuring assets to pass on wealth efficiently.

Extracting Profits Tax-Efficiently – Helping you take profits from your business in a way that minimises tax liabilities while considering the impact on your family’s financial future.

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Property

Investing in property can be a key wealth-building strategy, but it is essential to structure acquisitions and sales appropriately. We provide expert advice on:

Holding Property in the Correct Structure – Ensuring your assets are preserved and protected.

Tax-Efficient Ownership – Understanding the benefits of holding property personally, in a company, or through a trust.

Capital Gains and Inheritance Tax Planning – Minimising tax liabilities when acquiring or disposing of property.

Strategic Property Investment – Aligning property decisions with your broader financial goals.

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Private client legal

Understanding the legal aspects of wealth and business ownership is essential. We work alongside trusted legal professionals to provide:

Estate & Succession Planning – Ensuring smooth transitions and business continuity.
Business Structuring & Tax Efficiency – Advising on legal frameworks for maximum financial advantage.
Wills & Trusts – Protecting your legacy and ensuring your wishes are met.

At Gresham, we take a holistic approach to financial planning, offering tailored solutions that align with your business ambitions and personal wealth goals.

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I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.