Morven Millar | Gresham Wealth Management

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 been advising personal and corporate clients ever since.

She advises in all areas of financial planning and is a registered Pensions Specialist working closely with professional connections in many areas but in particular, complex matrimonial settlements. Morven is a founder Director of Gresham Wealth Management Ltd and is a Fellow of the Personal Finance Society.

Morven is a previous winner of the prestigious ‘North West Chartered Financial Planner of the Year’ award in recognition of her professionalism and high standards.

Morven was ranked as one of the UK’s top rated financial advisers in 2019, featuring in the ‘VouchedFor 2019 Guide to the UK’s Top Rated Financial Advisers’, which is based on independent reviews provided by clients.

In her spare time, Morven enjoys hill walking, rowing & theatre. On her own retirement, she plans to ski more in winter & sail in the summer, as well as notching up even more air miles!

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I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.