Gresham Celebrate 5 Year Anniversary | Gresham Wealth Management

Gresham are delighted to have reached our fifth anniversary this month – an occasion we marked with a celebration at our office in Hale.

Set up by Directors Morven Millar and Jonathan Young in 2010, Gresham Wealth Management was officially five years old on 6th April. The team celebrated the milestone with cake, nibbles and bubbly in the office on a Friday afternoon.

Providing independent financial advice to individuals and businesses throughout Manchester, Cheshire and the wider North West, Gresham offers a broad range of financial services advice including retirement, investment, tax and estate planning. Working closely with solicitors, accountants and other professional advisors, Gresham also specialise in Personal Injury Trusts, Court of Protection work and divorce settlements.

Morven commented on the anniversary:

“The past five years have been phenomenal for us and we are delighted to have expanded so much in such a short period of time. A great deal has gone on over the past five years – from appointing new team members to achieving chartered firm status and more recently, the office move to Hale. The growth of the firm has really been beyond our expectations and has allowed a more personal approach to the handling of client investment portfolios.”

Jonathan continued:

“Morven and I set up the business as we wanted to provide a better service to clients than we felt was available at other IFA’s. We definitely feel we have achieved this over the last five years and are hugely thankful to our fantastic team, who help us to deliver this on a daily basis.

“We have some exciting plans in the forthcoming months including the next in our series of professional masterclasses, and we hope the next five years will be even more successful”.

Gresham Wealth Management Ltd is based in Hale, Cheshire. Our next CPD professional masterclass, which will cover the Post Election Fallout, Oil Prices and Deflation, will take place on 17th June. For more information or to book a place, contact us on 0161 973 9150 or email us here.

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.