Category Archives: Gresham News

Qualification Success for Gresham Team

We recently received news that three members of the Gresham team have passed the exams they have been working towards, further bolstering the knowledge and qualifications of our team. Financial Planner Daniel Ardern has attained the Chartered Insurance Institute (CII) qualification in the tax and legal aspects of business. Meanwhile, Lewis Marsh from our technical team passed the AF7 qualification on Pension Transfers, with fellow Paraplanner Alison Reeves passing the Advanced Diploma in Financial Planning.

In passing the CII exam on the tax and legal aspects of business, Daniel becomes one of a small number of financial advisers with a dedicated qualification for helping business owners. The exam focuses on the legal structure of limited companies and partnerships and explores in depth the areas in which financial planners can add value for business owners. This qualification allows advisers to gain a more rounded knowledge of the needs of business owners at all stages of the business lifecycle with a view to ensuring business continuity, promoting expansion, extracting cash and preparing for exit.

The AF7 module, achieved by Lewis, is designed to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. The qualification also brings professionals up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops advice skills across a range of client circumstances and scenarios.

As Gresham have recently been awarded the Pension Gold Standard by the Personal Finance Society, Lewis’ qualification further places Gresham as a reputable and trustworthy provider for anyone considering transferring out of a final salary or defined benefit pension scheme.

Alison’s attainment of the Advanced Diploma in Financial Planning marks a landmark in her career progression, as having passed this exam, she is now able to apply to become Chartered. Reaching this level of qualification is something only achieved by a relatively small number of paraplanners and is a culmination of many years of study and learning. To get to this position, Alison firstly had to work towards passing the Diploma in Regulated Financial Planning, before then going on to study for a further 2 years towards the Advanced exam.

These three latest results are part of a combined effort to grow our team’s knowledge and improve the service we offer to clients. Studying for professional qualifications in our industry takes a great deal of time and commitment alongside full-time work. Whilst this is something we actively support as an employer, providing study leave time and funding the cost of exams, it ultimately comes down to the individual themselves to make the effort to push themselves and dedicate their time and effort. So a big congratulations to Daniel, Lewis and Alison!


Posted in Gresham News | Comments closed

Gresham Secure Pension Transfer Gold Status

Gresham Wealth Management has been awarded Pension Transfer Gold Status, a quality kite mark designed to assure consumers who are considering a transfer out of a final salary or defined benefit (DB) pension scheme.

Created by the Personal Finance Society with a range of representatives drawn from across the industry, including professional indemnity insurers, the Pension Transfer Gold Standard only applies to financial advice firms that have met the strict qualifying criteria.

The need for an industry quality standard arose following the introduction of rules which made it a legal requirement for individuals looking to transfer out of a defined benefit pension with benefits worth £30,000 or more to seek financial advice.

The Gold Standard has been developed to enhance a client’s experience of financial planning in this complex area, particularly following a number of cases that hit the headlines where individuals were set to lose out following ill-considered advice.

The idea behind the Gold Standard is to assure members of the general public who are considering transferring out of a Defined Benefit pension scheme that they are receiving the best possible advice, service and support.

The Gold Standard requires firms to adhere to a set of nine principles. Furthermore, all advice must either be given or signed off by an individual who has the relevant qualifications.

Morven Millar, Chartered Financial Adviser and Director at Gresham said:

“The decision whether or not to transfer out of a defined benefit pension is not always straightforward. Pension contracts are notoriously complex and although the perks of a modern pension contract with the flexibilities of pension freedoms may sound attractive, there are usually several factors to consider, often reaching far beyond the matter of cost. For example, considerations should include quality of health, the availability of other means of income in retirement, the value of other assets and the need for flexibility in drawdown should all play their part in the decision.

“By working with a firm that has voluntarily committed to the Pension Transfer Gold Advice, you can be confident that you will receive the best possible advice, service and support when considering transferring out of a Defined Benefit pension scheme.”

Find out more about the Pension Transfer Gold Standard by reading their consumer guide here.

If you wish to know more about The Pension Transfer Gold Standard or are seeking advice regarding transferring out of a Defined Benefit pension scheme, please contact us.



Also posted in Pensions | Comments closed

Gresham Duo Take on Manchester 10K for Headway

A duo from Gresham Wealth Management are taking on the Great Manchester 10K this year in aid of a North West brain injury charity.

Daniel Ardern and Gareth Jones will don their running shoes on 19th May 2019 to take part in Manchester’s most famous running event, fundraising for Headway Blackpool Wyre & Fylde. Self-confessed reluctant runners, Daniel, one of Gresham’s Chartered Financial Planners, and Gareth, a Paraplanner on our technical team, both made the decision to take part in this year’s 10K event at the start of the year as part of their plans to get fit for 2019!

With only two months to go until the big day, training is underway and fundraising has now commenced!

The team has chosen to support Headway after one of Gresham’s Directors became involved in working with the charity. Jonathan Young has been working with the charity in 2016 after he was invited to join Headway as a Director and Trustee.

Daniel commented:

“At Gresham, we provide ongoing investment advice to a number of clients who have received personal injury awards and we are therefore well aware of the difference that charities such as Headway can have in improving the lives of those who are less fortunate then us.

“Finding out more about Headway has opened my eyes to the everyday struggles brain injury sufferers have to contend with. A severe brain injury can come as the result of a traumatic accident or sudden illness – something that any of us could potentially experience out of the blue at any point in our lives. The work that Headway does in helping to fill in the gap by providing social and professional services for members is invaluable to its members.”

The Headway Blackpool Wyre & Fylde branch was formed in 2010 when Patrons Ian and Karen Kendrick’s son suffered a brain injury and was not able to travel the distance to other Headway groups or branches. Since then, the charity has grown in the services it provides and became an independent registered charity in 2014.

Running regular sessions for its members, including bimonthly drop-ins, annual events and days out, as well as access to professional services such as anger management, relaxation and physiotherapy, Headway’s services are a great support to both the members and their families – who often also become affected by the ongoing effects of their loved ones’ injuries. Additional money from fundraising will help to increase the support on offer to brain injury survivors and their families across the Fylde coast.

To support Gresham’s 10K team by making a donation to Headway, please visit their fundraising page.

To keep up to date with the training and fundraising progress of our 10K team, follow us on Twitter @Greshamwm and LinkedIn.

For more information on Headway Blackpool Wyre & Fylde visit


Posted in Gresham News | Comments closed

Gresham Features Amongst List of Top UK Financial Advisers

Gresham Wealth Management recently featured in the 2019 Guide to the UK’s Top Rated Financial Advisers, as printed in The Times. The guide, which is one of the most definitive of its kind, is compiled by independent review website VouchedFor.

Unlike other guides, the VouchedFor Guide is compiled on the basis of client feedback, and lists the ‘top’ advisers up and down the country from independent client reviews left on the VouchedFor website. To be eligible to be included in the guide, financial advisers must have been in receipt of at least 10 reviews from clients.

The 2019 guide comprises 1,171 advisers from 723 different firms. Morven Millar, Director at Gresham, has received several positive client reviews and as such, was featured in this year’s guide. Comments from clients included: “Morven’s presence is all the assurance I need to know that my portfolio is safe” and “Morven and her team at GWM have provided me with a range of options and advice that has produced results for the long term.”

Describing the 2019 Guide, Adam Price VouchedFor CEO and founder said:

“The VouchedFor 2019 Guide to the UK’s Top Rated Financial Advisers aims to demystify the advice landscape and highlight those financial and mortgage advisers who are consistently doing an excellent job for their clients.”

The full version of the 2019 Guide to the UK’s Top Rated Financial Advisers can be found here.

As a result of positive reviews, Morven has a 5 out of 5 star rating on VouchedFor.
Morven’s VouchedFor profile, along with client reviews and comments, can be found here.


Posted in Gresham News | Comments closed

Gresham Gift Campaign Reaches 5 Year Milestone with Bumper Gift Haul

Gresham’s annual Christmas campaign to buy gifts for disadvantaged children in partnership with the Barnardo’s Children’s Centres in Wythenshawe has begun, with this year’s present haul being the biggest to date. 6 members of our team have completed their annual trip to the shops to buy presents for children in the local area, with all funds donated by the team and our Directors.

This year the team spent the morning buying toys, clothing and gifts for a total of 32 children – more than double the number we were able to buy for last year. As well as the Directors boosting their contribution to the gift fund, many members of staff also increased their donations.

In this, the fifth year the firm has supported the local Barnardo’s Children’s Centres in Wythenshawe, the bumper crop of presents has also been added to with a number of presents donated by our team members for the deserving Mums.

Our festive charity gift campaign started in 2014 after Samantha, who is a Paraplanner on our technical team, suggested that instead of spending money on novelty gifts, each member of the team instead contributed their secret Santa spend to a central pot that could be used for a more meaningful cause.

Wanting to keep things local, we found Wythenshawe Barnardo’s Children’s Centres. Each year, the Barnardo’s teams at the Children’s Centres in Wythenshawe supply us a list of children from disadvantaged backgrounds, along with their ages, to allow us to select appropriate gifts. The presents are then delivered to the children by the Barnardo’s team in Wythenshawe in time for Christmas Day.

Morven Millar, Director at Gresham, commented:

“This is the fifth year we’ve supported our local Barnardo’s Children’s Centres and it’s a tradition that brings us great pride and gratification. The team love going out to buy the gifts and when they bring their haul back for gift wrapping, it brings some real Christmas cheer to the whole team.

“Knowing that the time and effort spent will bring some festive cheer to children on Christmas Day helps to bring the real meaning of the festive season into focus. Forget the Christmas do, advent calendars and novelty gifts, this is what Christmas is really about.”

Posted in Gresham News | Comments closed
  • Twitter

  • Testimonials

    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.
    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.
    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.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    Thank you so much again for your time and brilliant advice.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
Main Menu