0161 973 9150

Alison Lawler

Gresham Wealth

I’ve worked in the financial services sector since 2011 and joined the Gresham team in 2014. My role is to undertake technical and investment research and provide a holistic paraplanning service to our advisors.

In 2019, I completed the Advanced Diploma in Financial Advice with the London Institute of Banking & Finance and achieved Chartered Associate status.

Last year, I was the proud winner of the Personal Finance Society Paraplanner of the Year Award. Outside of work, I love good food and wine but I balance this with regular exercise and yoga. I also enjoy spending time with my husband and young family.

Back to team
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.