Company Information

Get to know Gresham Wealth Management Ltd

Gresham Wealth Management Ltd is an independent financial advisory firm based in Cheshire, UK. As a Chartered Financial Planning firm, it adheres to a high standard of professionalism and ethical practice. The company specializes in providing bespoke financial planning and wealth management services to individuals, families, trusts, and businesses. Their core mission is to build long-term client relationships by offering clear, independent advice focused on achieving clients' financial goals, which include investment management, retirement planning, inheritance tax planning, and financial protection. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Gresham Wealth Management Ltd

United Kingdom

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.