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Growth at Gresham

Gresham Wealth

We are delighted to confirm the appointment of experienced paraplanner David Kershaw as a technical analyst at Gresham.

David has spent more than 25 years in the financial services industry and joins Gresham Wealth Management from Cullen Wealth after starting his career at Royal London.

“We are pleased to expand our technical team as we continue to evolve our service for our clients. David is a vastly experienced professional and is already playing a key role in assessing investments and formulating recommendations alongside our advisors to meet our client’s financial goals”

Jonathan Young, director at Gresham Wealth Management

“This appointment to our technical team enables us to continue to give the best possible service and advice to our clients and ensure we have the right blend of frontline skills and background support as we continue to grow in 2024.”

Morven Miller, director of Gresham Wealth Management

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.