Gresham Wealth Management is pleased to confirm the internal promotion of Alison Lawler to Chartered Financial Planner, marking a significant milestone in her career and reinforcing the firm’s commitment to developing talent from within.
Alison steps into the role following 15 years as a Paraplanner, where she built a strong technical foundation supporting clients and advisers across a wide range of financial planning matters. Her promotion reflects both her expertise and her progression towards a more client-facing position within the business.
In her new role, Alison will work directly with clients, helping them to understand their financial goals and supporting them in making informed decisions about their future.
Commenting on her promotion, Alison Lawler said:
“I’m really pleased to have been promoted to Chartered Financial Planner. This marks an exciting new chapter in my career and one I’ve been working towards for some time. My 15 years in paraplanning has given me a strong technical foundation, and I’m keen to build on that as I step into a more client-facing role.
“I’m especially looking forward to working more closely with clients, understanding their goals, and helping them navigate their financial journeys with confidence. It’s also a great opportunity to meet new people, build meaningful relationships, and continue learning and developing through new challenges. I’m grateful to the team at Gresham and everyone who has supported me along the way.”
Morven Millar, Director at Gresham Wealth Management, added:
“Alison’s promotion is thoroughly deserved. She has been an integral part of the team for many years and brings exceptional technical knowledge, professionalism and care to everything she does. We are delighted to see her progress into a client-facing role, where we know she will continue to add real value to our clients.”
Jonathan Young, Director at Gresham Wealth Management, said:
“Developing and promoting talent from within is something we are passionate about at Gresham. Alison’s journey is a great example of what can be achieved through dedication, expertise and a commitment to continuous improvement. We are excited to support her in this next stage of her career.”
The promotion reflects Gresham Wealth Management’s continued focus on investing in its people and strengthening its client offering through experienced, highly qualified advisers.