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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    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
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