Meet The Team

Gresham Wealth Management Ltd is led by a professionally qualified team of financial advisors. Our proven track record has been built on quality advice and integrity and has been recognised with our 'Chartered Financial Planners' accreditation. Gresham Wealth Management Ltd is a two director firm with over 45 years combined experience in the Financial Services sector.

Financial Planners

Morven Millar

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 Manchester in 1991 and joined a North West Independent Financial Adviser in 1995. Morven subsequently worked in the Corporate team for a National Employee Benefit Consultancy in 2000 and has…
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Jonathan Young

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 Director. He advises in all areas of financial planning to individual and corporate clients, however Jonathan has, over the last decade, dedicated his time to providing solutions to clients referred…
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Becky Sugden

Becky Sugden

Offering a full Financial Planning Service to private clients, company directors and trustees, Becky is a qualified Independent Chartered Adviser (APFS) and also holds the STEP certificate for financial advisers. Becky often takes on clients when they have come to a point where they no longer want or feel able to manage wealth themselves. This…
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Daniel Ardern

Daniel Ardern

Daniel has worked in the financial services industry since 2011 and joined Gresham Wealth Management in January 2016. He is a Chartered Financial Planner and holds a BA (Hons) degree in Economics from the University of Newcastle upon Tyne. Daniel’s principal driver when working with clients is to help them understand what their objectives and…
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Technical Research Team

Samantha Brannigan

Samantha Brannigan

Samantha joined the Financial Services sector in 2002 providing administrative support to Advisers within Independent Financial Adviser practices. Since joining Gresham Wealth Management in 2010 Samantha has progressed her career to a technical support role, providing technical research and support to the Directors / Advisers at Gresham Wealth Management. Samantha’s day to day role involves…
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Lewis Marsh

Lewis Marsh

Lewis joined the financial services sector in September 1996 working in London for several financial advice practices providing paraplanning and administration support to senior advice consultants. Lewis has worked in the financial services industry for over 19 years working in administration, technical support and advisory roles. Lewis’s current role focuses on providing retail investment product…
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Alison Reeves

Alison Reeves

After graduating from Manchester Metropolitan University with a BA (Hons) Business Studies degree, Alison joined the Financial Services sector in June 2011 working for a Wealth Management practice in Cheshire. She completed the Diploma for Financial Advisers with the Institute of Financial Services in 2013. Alison joined Gresham Wealth Management in November 2014 as a…
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Client Relations

Melanie Longworth

Melanie Longworth

Melanie has worked in the financial services industry for over 28 years during which time she has ascertained an excellent working knowledge of pensions, as well as investments. As a Client Services Administrator, Melanie is responsible for processing new business, dealing with client requests and liaising with providers to assist Gresham’s IFA’s. With her knowledge…
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Lorna Jervis

Lorna Jervis

Lorna has a wealth of experience in Financial Services and provides first class administration support to the team at Gresham Wealth Management Ltd. She ensures that the office is run in a professional and efficient manner which enables the consultants, and the business in general, to provide a high level of client service proposition. “I…
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Lauren McCullen

Lauren McCullen

Lauren has worked within the financial services industry for 8 years, during which time she has had experience working for a company specialising in SIPPs, then changing to work within a Financial Planning role having gained knowledge of all different types of pension, investment and protection products. Here at Gresham Wealth Management Lauren’s role is…
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  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

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  • Client Testimonials

    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.
    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.
    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
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  • Contact Details

    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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