New Financial Planner Joins the Ranks at Gresham

We’re delighted to announce that as of 2^nd October, we have a new Financial Planner in our team. Daniel Ardern recently attained Chartered IFA status and has been promoted to the role of Financial Planner. Having previously held the role of Paraplanner within Gresham’s technical team after joining us in January 2016, Daniel has been working towards achieving Chartered status over the past 18 months.

Daniel will advise clients across all aspects of financial planning, including investments, pensions, retirement planning and protection. His promotion takes the number of full time advisers at Gresham to four.

Director Morven Millar, Director, commented:

“Daniel has done an excellent job studying for his qualification whilst also dealing with a demanding job as a Paraplanner. We’re really delighted that he’s now qualified and can begin to build his own client base to allow the business to grow further.

“We now have two Chartered Financial Planners under the age of 35 at Gresham – something we’re very proud of. Having advisers of the next generation has always been important to us as a firm and we look forward to supporting Daniel into the next stage of his career.”

Daniel commented:

“Qualifying as a Chartered Financial Planner is a big milestone for me as it’s something I’ve been working towards for many years. I’m really grateful to have had the support of the Directors at Gresham, who from the start have encouraged me in my ambitions and paved the way for me to achieve them.

“I’ve got an excellent platform to build upon now and I’m excited about what the next few years has in store.”

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.