0161 973 9150
0161 973 9150
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.
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 hello@greshamwm.co.uk or call 0161 973 9150.
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.
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.
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.
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.
Understanding the legal aspects of wealth and business ownership is essential. We work alongside trusted legal professionals to provide:
At Gresham, we take a holistic approach to financial planning, offering tailored solutions that align with your business ambitions and personal wealth goals.