Alison Lawler | Gresham Wealth Management

After graduating from Manchester Metropolitan University with a BA (Hons) Business Studies degree, Alison joined the Financial Services sector in June 2011 working for a Wealth Management practice in Cheshire.

She completed the Diploma for Financial Advisers with the Institute of Financial Services in 2013.

Alison joined Gresham Wealth Management in November 2014 as a Paraplanner within the technical team where she undertakes technical and investment research and provides a holistic paraplanning service to the advisers. She is also part of the GWM Investment Committee.

Outside of work, Alison is a lover of food and wine but balances it out by also being an enthusiastic gym go-er and yoga fan.

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.