Category Archives: Gresham News

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


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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.


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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.”

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Samantha Graduates as a Chartered Financial Planner

Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification at a graduation ceremony at the CII’s central London office on Friday 20 April 2018.

Achieving the qualification has involved Sam undertaking several years of studying and exams. Starting back in 2012, Sam firstly had to study and work towards passing the Diploma in Regulated Financial Planning. Following this, she studied for a further 3 years, attaining the Advance Diploma in Financial Planning in 2017. From here, Sam was able to apply for Chartered status.

Morven Millar, Director at Gresham, said:

“Such a high level of qualification is rarely found amongst Paraplanners and the determination and commitment Sam has shown in working towards Chartered status is admirable. Having joined Gresham in 2010, Sam is one of the firm’s longest serving members of staff. She’s also one of the most valued members of the team and we’re really proud of her achievement.”

Sam commented:

“Studying for and taking exams whilst also working full time was very difficult and stressful at times but the sense of achievement of having finally reached my goal has made it all worthwhile.

“Working towards this qualification has not only boosted my knowledge, it’s also given me a greater understanding of the role of a Financial Adviser, which I will be able to take forward when completing work for clients.”

Chartered status in the financial services industry stands proud as an indicator of the highest standards of learning and ethical behaviour.

Gresham Wealth Management is committed to providing an excellent service to clients and part of this is the continual professional development of its staff. As such, Gresham employees wishing to work towards further qualifications are given training and study support.

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Fundraising Target Hit by 10K Team

On Sunday 20th May, in glorious sunshine and 22 degree temperatures, a team from Gresham took part in Manchester’s famous 10K run. It was a fantastic day with a special atmosphere and each member of the team that took part did themselves and Gresham proud.

The team set out to raise £1500 for Headway Blackpool Wyre and Fylde, a charity supported by both Gresham’s Directors and of which Jonathan Young is a Trustee. We’re delighted to say that thanks to the generous donations of clients, professional connections, staff, friends and family, the team have been able to reach a donation total of £1500 including gift aid.

Headway Blackpool Wyre & Fylde is a charity that provides information, support and social activities for people suffering from acquired brain injuries. The charity is only small, yet aims to provide two days out per year for its members, who might otherwise struggle to get out and about.

The £1500 raised from Gresham’s efforts during the Manchester 10K will be able to fully fund the charity’s summer day trip for its members. This year, the charity has a trip to Lake Windermere planned for 50 plus of its members. Including travel to and from the Lakes in a fully accessible coach, the day trip will also include a boat trip on the lake and lunch out at a restaurant.

We’d like to say a very big thank you to everyone who donated and supported the team. We hope you’ll agree that the money raised will be used in a most worthwhile way.

If you’d like to help the Headway team make their day to the Lakes even more memorable, the team’s donation page will remain open until 20th June 2018. You can find it and donate here.

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