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Promotion for our Team Members as our Financial Adviser Team Grows

Gresham Wealth

Two of our team members have been promoted into Financial Adviser roles, having both been with the business for many years in a Technical Adviser capacity. Lewis Marsh and Samantha Brannigan have now taken up their positions as Financial Advisers and will each focus on their own client base from Gresham’s existing portfolio. Following the promotion of Lewis and Samantha, the firm now has four Financial Advisers, along with a separate Technical Adviser team of three and administrative support staff of five.

Lewis and Samantha have both been working closely with the firm’s Directors over the last 12 months to develop their skills, gain experience and take on some of the responsibilities involved in directly advising clients.

As Advisers, Lewis and Samantha will work directly with clients to discuss their needs and objectives whilst helping to implement clients’ financial plans. Having worked with the business for over ten and eleven years respectively, both Lewis and Samantha already have a good level of knowledge about Gresham’s clients and are therefore ideally placed to become the main contact and take the reins for their clients. They have both held their financial planner certificates for some time, therefore making the move into advisory roles was the next logical step.

Morven Millar commented:

“We are delighted for Lewis and Samantha – both have shown the right level of skill to become advisers over the years; having shown their level of commitment and the desire to progress to the next level of their careers. The timing was right to implement their promotion and continue to grow organically.”

“This is a great example of how we support our team members with career progression. Samantha first started with the firm as a client administrator – initially progressing to become a Technical Adviser and now becoming a Financial Adviser.

“We’re big believers in helping our team members to attain professional qualifications – both for their own benefit and for the benefit of our clients. We have assisted several of our team members by way of funding their professional qualification costs, as well as allowing the time for study leave and rewarding successful results.

“With Lewis and Samantha now fully fledged in their roles as Advisers, we’re in a robust and strong position to serve our existing client base, in addition to taking on new clients.”

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.