Category Archives: Gresham News

New Financial Planner Joins the Ranks at Gresham


We’re delighted to announce that as of 2nd October, we have a new Financial Planner in our team. Daniel Ardern recently attained Chartered IFA status and has been promoted to the role of Financial Planner. Having previously held the role of Paraplanner within Gresham’s technical team after joining us in January 2016, Daniel has been working towards achieving Chartered status over the past 18 months.

Daniel will advise clients across all aspects of financial planning, including investments, pensions, retirement planning and protection. His promotion takes the number of full time advisers at Gresham to four.

Director Morven Millar, Director, commented:

“Daniel has done an excellent job studying for his qualification whilst also dealing with a demanding job as a Paraplanner. We’re really delighted that he’s now qualified and can begin to build his own client base to allow the business to grow further.

“We now have two Chartered Financial Planners under the age of 35 at Gresham – something we’re very proud of. Having advisers of the next generation has always been important to us as a firm and we look forward to supporting Daniel into the next stage of his career.”

Daniel commented:

“Qualifying as a Chartered Financial Planner is a big milestone for me as it’s something I’ve been working towards for many years. I’m really grateful to have had the support of the Directors at Gresham, who from the start have encouraged me in my ambitions and paved the way for me to achieve them.

“I’ve got an excellent platform to build upon now and I’m excited about what the next few years has in store.”


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A Year is a Long Time in Politics! New Gresham Masterclass


After what has been a fascinating year in politics, both at home and overseas, we’re delighted to be holding a new Masterclass later in the month to reflect recent events and their impact. Following on from his visit in June last year prior to the Brexit referendum, we’re delighted to be welcoming Alastair Irvine back to Gresham on Wednesday 21st June. Taking a look at the significant political events of the last 12 months, Alastair’s presentation will give an overview of the economic impact of the following:

  • Brexit – one year on
  • Article 50: the UK position
  • The changing face of European politics
  • Trump: a riddle inside a mystery inside an enigma?
  • Trump’s economic agenda
  • The Trump Trade

Finally, Alastair will discuss the prospects for inflation, interest rates, and equity and bond markets.

As an engaging and charismatic speaker in addition to being one of the UK’s leading economists, we’re sure that the session will be one all those in attendance will both enjoy and glean useful information from.

The event is open to all professionals to attend free of charge. As ever, we will be holding 2 sessions on the day to accommodate professional contacts – a breakfast session and one over lunch.

We have already had a significant number of registrations, so if you are interested in attending, please do get in touch at the earliest opportunity.

Event Timings:

Breakfast session – 8 am – 10 am. Breakfast provided.

Lunchtime session – 12 noon – 2 pm. Lunch provided.

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Back to Where it All Began…


In January Morven Millar, Director at Gresham, was lucky enough to take a trip to Budapest. Whilst there, she took the time to pay a visit to Gresham Palace – the place that inspired the Gresham Wealth Management name!

Now a Four Seasons Hotel with panoramic vistas of the Danube and the hills of Buda, Gresham Palace (Gresham-Palota) was named after the 16th-century English financier Sir Thomas Gresham, the palace is a stunning example of Art Nouveau architecture in the heart of Budapest. Completed in 1906 for the London Gresham Life Assurance Society, the site of the building was acquired by the British based insurers at a time when it was illegal to invest money in stocks, but rental income was a wise investment!

It was a visit to Hungary’s capital that gave Morven the idea for the firm’s name some seven years or so ago. Struggling to come up with a name at the time, Jonathan and Morven both agreed that the unique architecture of Gresham Palace, along with its interesting history rooted in the world of finance, ideally represented their new firm.

You’ll even find an image of the building in Gresham’s offices – serving as a reminder of where it all began.

Here are a couple of photos of Morven’s return visit to the Gresham-Palota.


IMG_1737-new  IMG_1735-new IMG_1733-new

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New Masterclass: The Long and The Short of Risk

Casino Chips Game Risk Luck Bet Win Gambling

We are delighted to announce that a date and topic have been set for the first of our Professional Masterclass events to be held in 2017. Taking place on Thursday 23rd February, the session will look at the topic of risk from two perspectives.

To take us through what is set to be a stimulating and thought-provoking session, we will be welcoming James Clunie from Jupiter Asset Management and Alex Wheelan from Vanguard Asset Management as our speakers.

To start us off, James Clunie will be discussing how utilising long/short investment strategies can assist in managing investment risk. James, who is Head of Strategy at Jupiter and manages their Absolute Return Fund, will explain the concept of taking short and long positions in the market along with the theory of when and how the strategy works.

To follow, Alex Wheelan will direct our attention to the fascinating topic of investor behaviour in relation to risk. As an authority in the area of behavioural finance, Alex will discuss the role of risk in financial decision making, revealing the cognitive and emotional biases when choosing investments and how these can influence outcomes.

CPD Points

Accountants and solicitors alike will benefit from attending the Masterclass; gaining a valuable insight for themselves and their clients. As Gresham is a CPD accredited organisation, all professionals in attendance will qualify for 1.5 CPD points.

For further information about other Masterclasses we have held and to view feedback from previous attendees, please see our recent article.

Event Timings

Due to oversubscription at previous events, we will be running two sessions during the day – one in the morning over breakfast and the other at lunchtime.

Morning Session:

Arrival and breakfast – 8:00am
Start time – 8:30am
Finish – 10:00am

Lunchtime Session:
Arrival and lunch – 12:00pm
Start time – 12:30pm
Finish – 2:00pm


We have already had a number or pre-registrations for this event and as the first Masterclass of the year, we anticipate that demand will be high. As places are limited, we would advise getting in touch with us early in order to secure your place.

For more information or to book on to either the morning or afternoon session, please contact us.


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Happy New Year from our Growing Team!


After a lovely Christmas break we’re back and raring to go! The start of the new year has been a busy one already with a number of new enquiries and existing client actions to oversee.

The first quarter of the new year is always busy for us in any event as we take the time to undertake client annual reviews and work towards getting everything in place for clients before the end of the current tax year.

So far as the rest of the year ahead is looking, we’ve got three of our professional masterclasses lined up with a potential ‘special edition’ fourth also in the pipeline. We also have some new initiatives planned for both internal staff and external contacts – watch this space for announcements later in the year.

As we head full steam into 2017, we’d like to take this opportunity to wish all of our clients and contacts a happy and successful year ahead.

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  • Client Testimonials

    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
    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.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
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