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Latest Events

Gresham Wealth

22 Nov

Morven Millar

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…

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22 Nov

Jonathan Young

Jonathan joined the financial services industry in August 1991 and has been advising clients since then. Jonathan joined Gresham Wealth Management Ltd as a founder…

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22 Nov

Lewis Marsh

Lewis has worked in the financial services industry since 1996 across a number of administration, technical support, and advisory roles. Initially working in customer services…

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22 Nov

Samantha Brannigan

Samantha is a Chartered Financial Planner at Gresham who has more than 20 years of experience in the Financial Services sector, guiding clients, and their…

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22 Nov

Alison Lawler

Alison is a Chartered Financial Planner who has 15 years’ experience in the Financial Services sector. Alison has been with the Gresham team since 2014,…

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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.