Alison Lawler | Gresham Wealth Management

Alison is a Chartered Financial Planner who has 15 years’ experience in the Financial Services sector.

Alison has been with the Gresham team since 2014, predominantly as a key member of our Technical Team. She was the proud recipient of the Personal Finance Society Paraplanner of the Year Award 2023/24, recognising her strong technical knowledge and contribution to the profession.

In April 2026, Alison moved into the Financial Planner role, where she now combines her technical foundation with a client-focused approach to deliver clear, effective, and tailored financial advice.

Outside of work, Alison enjoys being a mum and spending quality time with her family and friends. She is a lover of food and wine, which she balances with running and maintaining an active lifestyle.

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.