New Financial Planner Joins the Ranks at Gresham

We’re delighted to announce that as of 2nd 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.”

 

This entry was posted in Gresham News. Bookmark the permalink. Both comments and trackbacks are currently closed.
  • Twitter

  • Testimonials

    Just a big thank you for all you have done for our family. We do appreciate it.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    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 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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    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!
Main Menu