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  • damian@greshamwealth.ie

Services

Independent Investment Advice

Independent Investment Advice

Here at Gresham Wealth Management we take pride in our status as an independent advisor. We can therefore advise on the best and most suitable option to fit your individual requirements. From advising on basic Life Cover options for your family to more complex financial plans in retirement we have over 30 years working for our clients. When seeking independent investment advice, it's essential to consult with a Qualified Financial Adviser (QFA) who is regulated by the Central Bank of Ireland. The QFA designation ensures that the adviser has met specific competency requirements and adheres to ongoing professional development standards.

Retirement Planning

Retirement Planning

Starting your retirement planning early allows more time for your investments to grow, but it's never too late to begin. Consulting with a qualified financial adviser can provide personalized guidance tailored to your specific situation. We are here to guide you through the process to maximise your pension savings and retirement options. The following 4 key areas are a great start to creating a successful pension for your retirement. Assess Your Retirement Goals: Determine the lifestyle you envision for retirement and estimate the associated costs. This will help in formulating a savings and investment strategy. Understand Pension Options: Familiarize yourself with different pension schemes available in Ireland, including occupational pensions, personal retirement savings accounts (PRSAs), and state pensions. Maximize Tax Reliefs: Contributions to pension schemes often qualify for tax relief, effectively reducing the cost of saving for retirement. Ensure you're taking full advantage of these incentives. Review and Adjust Regularly: Periodically review your retirement plan to accommodate changes in income, expenses, or personal circumstances, ensuring you remain on track to meet your goals.

Succession Planning

Succession Planning

Succession planning is a critical process for ensuring the seamless transfer of wealth, leadership, and responsibilities within families and businesses. This proactive approach ensures business continuity by preparing for inevitable changes due to retirements, departures, or unforeseen circumstances. In family-owned businesses, succession planning is particularly vital to ensure smooth transitions across generations and to prevent potential conflicts. A well-structured plan addresses leadership continuity, ownership transfer, and the preservation of the company's values and vision. By integrating succession planning into their strategic framework, organizations can effectively prepare for future challenges and maintain operational resilience.