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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    Just a big thank you for all you have done for our family. We do appreciate it.
    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 so much again for your time and brilliant advice.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
    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.
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