Business Details
16 Years
experience
Your Trusted Partner for Financial Planning Solutions
Gresham Wealth Management is a Chartered firm of independent financial planners based in Hale, Cheshire. Founded in 2010 by Jonathan Young and Morven Millar, we provide tailored financial planning solutions for individuals, business owners, retirees, and high-net-worth clients. Our team of Chartered Financial Planners combines technical expertise with personalized service, offering strategic advice across wealth management, pensions, retirement planning, and inheritance tax mitigation.We work closely with clients to develop lifelong financial strategies, adapting to changing circumstances while maintaining a commitment to ethical standards and professional excellence. Our Chartered status reflects our adherence to rigorous industry qualifications, continuous professional development, and a client-first approach that has earned us recognition as one of the UK's leading financial advisory practices.
Services
Wealth Management
Retirement Planning
Pensions Advice
Inheritance Tax Planning
Investment Management
Personal Injury Trusts
Business Protection
Family Financial Planning
Court of Protection Services
Tax-Efficient Investments
Details
- Year established: 2010
Highlights and features
- We hold Chartered Financial Planners status, representing the highest industry standards
- Our team combines 45+ years of collective financial services experience
- Personalised service tailored to individual and business-specific financial needs
- Specialist expertise in complex areas including personal injury trusts and court of protection matters
- Comprehensive investment management with in-house portfolio construction
Associations and certifications
- Chartered Financial Planners
What people say
Personalised service
Excellent advice
Capable hands
Clear explanations
Ongoing support
Services
Wealth Management
Our wealth management services create tailored strategies to grow and protect client assets. We combine in-depth financial analysis with risk assessment to develop investment portfolios aligned with individual goals. With ongoing portfolio reviews and market monitoring, we ensure clients maintain financial security across changing economic conditions while optimising long-term returns.
Retirement Planning
We help clients achieve secure retirements through comprehensive pension planning. Our specialists analyse current provisions, recommend tax-efficient contributions, and develop income strategies. We advise on all pension types including SIPPs and occupational schemes, ensuring clients maximise retirement funds while maintaining flexibility for future needs and market fluctuations.
Inheritance Tax Planning
Our tax mitigation strategies focus on preserving wealth for future generations. We implement legal structures like trusts and family investment companies while considering property holdings and pension arrangements. By combining technical expertise with ongoing plan reviews, we ensure effective asset transfer while maintaining compliance with evolving inheritance tax legislation and client financial objectives.
Personal Injury Trusts
We specialise in managing significant personal injury awards through structured investment portfolios and trust arrangements. Our team ensures compliance with Court of Protection requirements while maintaining eligibility for state benefits. We provide ongoing cashflow analysis and property purchase guidance to sustain claimants' financial security throughout their lifetime while balancing capital preservation and income needs.
Business Protection
Our business protection services safeguard company continuity through shareholder agreements and key person insurance. We help directors implement contingency plans for unexpected events while optimising tax efficiency. By coordinating with forensic accountants and legal professionals, we ensure business owners protect their assets and maintain operational stability during ownership transitions or personal circumstances affecting business operations.
People
Jonathan Young
Director
With extensive financial services experience, Jonathan co-founded Gresham Wealth Management in 2010. He specialises in strategic financial planning for high-net-worth individuals and business owners, maintaining Chartered Financial Planner status through continuous professional development.
Morven Millar
Director
Co-founder Morven Millar brings significant expertise in investment management and retirement planning. She oversees portfolio construction and ensures technical excellence across client services, combining industry knowledge with a commitment to ethical financial advice standards.
Lewis Marsh
Financial Planner
Lewis provides comprehensive financial advice to individuals and businesses, focusing on tax-efficient investment strategies. He maintains Chartered status through ongoing professional qualifications while delivering personalised solutions aligned with client objectives and market conditions.
Samantha Brannigan
Financial Planner
Samantha specialises in complex financial planning cases, including court of protection matters and personal injury trusts. Her technical expertise ensures clients receive tailored advice that balances regulatory compliance with long-term financial security requirements.
Scott Ward
Technical Researcher
Scott supports financial planners with detailed investment analysis and regulatory compliance. His research expertise helps maintain the firm's technical excellence, ensuring client recommendations remain aligned with current market trends and legislative changes.
Questions
What services does Gresham Wealth Management offer?
We provide comprehensive financial planning services including wealth management, pensions advice, retirement planning, inheritance tax mitigation, investment management, and specialist support for personal injury claimants.
Are Gresham Wealth Management regulated?
Yes, we are Chartered Financial Planners regulated by the Chartered Insurance Institute, maintaining the highest standards of professional qualifications and ethical conduct.
What investment approach does Gresham use?
Our in-house Investment Committee constructs portfolios focusing on risk management, capital growth, and liquidity, tailored to individual client needs and market conditions.
Do you work with business owners?
Yes, we specialise in advising business owners on pension planning, business protection, tax-efficient profit extraction, and succession planning strategies.
How are financial planning services charged?
We provide transparent fee structures during initial consultations, with charges based on the complexity of financial planning requirements and investment management needs.
Can I get help with personal injury compensation?
Yes, we offer specialist services for personal injury claimants, including trust management, investment strategies, and court-compliant financial planning.
