We’re delighted to announce that we have started the year with a new addition to the team! Daniel Ardern joins Gresham as a Paraplanner to assist the team in all aspects of advice research. Providing support both to the financial advisors and the other members of the technical team, Daniel joins the firm following a sustained period of growth.
Appointed to bolster Gresham’s existing technical research team of three, Daniel has worked in the financial services industry in the North West for 4 years. Having previously been based in Liverpool, Daniel was keen to return to his Cheshire roots and will be based at Gresham’s offices in the centre of Hale.
Experienced in carrying out detailed analyses of clients’ investment and pension positions, Daniel’s role will encompass reviewing client investment portfolios and producing reports based on clients’ needs and requirements.
Morven Millar, Director at Gresham Wealth Management, commented:
“Having expanded our client portfolio significantly over the past twelve months, it is important that we grow our technical team accordingly to ensure we are always able to meet the expectations of clients.
“We’re delighted to welcome Daniel to Gresham. With a varied experience in the financial services industry gained over the past 4 years, we are confident he will be a valued addition to the team”.
“I was attracted to Gresham due to the excellent reputation and quality of work undertaken here. I am really looking forward to the opportunities on offer”.
To discuss any aspect of financial planning with us this New Year, please contact us here.