Meet The Team

Gresham Wealth Management Ltd is led by a professionally qualified team of financial advisors. Our proven track record has been built on quality advice and integrity and has been recognised with our 'Chartered Financial Planners' accreditation. Gresham Wealth Management Ltd is a two director firm with over 45 years combined experience in the Financial Services sector.

Financial Planners

Morven Millar

Morven Millar

Morven joined the financial services industry in November 1987 having started her career with a major life assurance company based in Edinburgh. She moved to Manchester in 1991 and joined a North West Independent Financial Adviser in 1995. Morven subsequently worked in the Corporate team for a National Employee Benefit Consultancy in 2000 and has…
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Jonathan Young

Jonathan Young

Jonathan joined the financial services industry in August 1991 and has been advising clients since then. Jonathan joined Gresham Wealth Management Ltd as a founder Director. He advises in all areas of financial planning to individual and corporate clients, however Jonathan has, over the last decade, dedicated his time to providing solutions to clients referred…
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Becky Sugden

Becky Sugden

Becky offers a full Financial Planning Service to trustees, private and corporate clients. Becky is a qualified Independent Chartered Adviser (APFS) and also holds the STEP certificate for financial advisers. One of Becky’s defining qualities as a financial adviser is her sense of duty and responsibility towards her clients. Going the extra mile in getting…
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Technical Research Team

Daniel Ardern

Daniel Ardern

Daniel joined Gresham in January 2016 as a Paraplanner. Bolstering the existing team of three technical researchers, Daniel plays a pivotal role in providing paraplanning and administration support for our Financial Advisors. With experience gained from 4 years working in the financial services industry, Daniel’s day to day activities involve conducting technical and investment research,…
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Samantha Brannigan

Samantha Brannigan

Samantha joined the Financial Services sector in 2002 providing administrative support to Advisers within Independent Financial Adviser practices. Since joining Gresham Wealth Management in 2010 Samantha has progressed her career to a technical support role, providing technical research and support to the Directors / Advisers at Gresham Wealth Management. Samantha’s day to day role involves…
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Lewis Marsh

Lewis Marsh

Lewis joined the financial services sector in September 1996 working in London for several financial advice practices providing paraplanning and administration support to senior advice consultants. Lewis has worked in the financial services industry for over 19 years working in administration, technical support and advisory roles. Lewis’s current role focuses on providing retail investment product…
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Alison Reeves

Alison Reeves

After graduating from Manchester Metropolitan University with a BA (Hons) Business Studies degree, Alison joined the Financial Services sector in June 2011 working for a Wealth Management practice in Cheshire. She completed the Diploma for Financial Advisers with the Institute of Financial Services in 2013. Alison joined Gresham Wealth Management in November 2014 as a…
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Client Relations

Ceri Jones

Ceri Jones

Ceri joined Gresham in 2017 as a Client Relations Administrator. With a degree in International Business, Finance and Economics, Ceri has long had aspirations to work within the financial services sector. Ceri plays a vital role in our client relations team where she works to support our Financial Advisers with the day to day management…
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Lorna Jervis

Lorna Jervis

Lorna has a wealth of experience in Financial Services and provides first class administration support to the team at Gresham Wealth Management Ltd. She ensures that the office is run in a professional and efficient manner which enables the consultants, and the business in general, to provide a high level of client service proposition. “I…
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Lauren McCullen

Lauren McCullen

Lauren has worked within the financial services industry for 8 years, during which time she has had experience working for a company specialising in SIPPs, then changing to work within a Financial Planning role having gained knowledge of all different types of pension, investment and protection products. Here at Gresham Wealth Management Lauren’s role is…
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