Lauren McCullen | Gresham Wealth Management

Lauren has worked within the financial services industry for 9 years, during which time she has had experience working for a company specialising in SIPPs, then changing to work within a Financial Planning role having gained knowledge of all different types of pension, investment and protection products.

Here at Gresham Wealth Management Lauren’s role is to support our Financial Advisers with the day to day management of client portfolios. She finds the variety of work interesting and enjoys being able to build relationships with the clients and providers.

Outside of work, Lauren is an avid watcher of reality TV.

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.