David Kershaw | Gresham Wealth Management

I joined Gresham in 2024 after more than 26 years’ experience in helping clients to manage and analyse their family wealth. I started my career at Royal London and since then I have specialised in the technical and analytical side of client investments at a range of successful IFA firms.

Working closely with our advisory team here at Gresham, I assess client investments and carry out detailed research and technical analysis on funds.

It’s an important part of my role to formulate recommendations that meet our client’s needs and personal circumstances as they progress through the milestones of life.

I live locally in Cheshire with my family and I’ve got two grown-up children.

Back to team

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.