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2012 North West Chartered Financial Planner of the Year Award Winner

Gresham Wealth

awardpicTRAFFORD-based financial planner Morven Millar has been named Chartered Financial Planner of the North West by local institutes.

Morven, who is a partner at Gresham Wealth Management Ltd in Sale, picked up the accolade at the recent North West Centenary Awards 2012, held to mark the Chartered Insurance Institute’s (CII) centenary anniversary of being granted a Royal Charter.

The award is highly regarded and honours an individual who has made an outstanding contribution to the sector through their expertise, ability and innovation as well as their work in the interest of the local community.

Julie Ampadu, from the Insurance Institute of Manchester, said: “The competition for the Chartered Financial Planner of the North West award was extremely high and Morven is a very deserving winner. Her entry stood out as an example of a true professional. She is committed to providing a high standard of advice to enhance the customer experience and reputation of the sector.”

Original article in the ‘Messenger’ can be found here

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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.

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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.

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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.

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