Morven joined the financial services industry in November 1987 having started her career with a major life assurance company based in Edinburgh. She moved to Manchester in 1991 and joined a North West Independent Financial Adviser in 1995.
Morven subsequently worked in the Corporate team for a National Employee Benefit Consultancy in 2000 and has been advising personal and corporate clients ever since.
She advises in all areas of financial planning and is a registered Pensions Specialist working closely with professional connections in many areas but in particular, complex matrimonial settlements. Morven is a founder Director of Gresham Wealth Management Ltd and is a Fellow of the Personal Finance Society.
Morven is a previous winner of the prestigious ‘North West Chartered Financial Planner of the Year’ award in recognition of her professionalism and high standards.
Morven was ranked as one of the UK’s top rated financial advisers in 2019, featuring in the ‘VouchedFor 2019 Guide to the UK’s Top Rated Financial Advisers’, which is based on independent reviews provided by clients.
In her spare time, Morven enjoys hill walking, rowing & theatre. On her own retirement, she plans to ski more in winter & sail in the summer, as well as notching up even more air miles!Back to team