Daniel Ardern

Daniel Ardern

Daniel-new-cropped

Daniel joined Gresham in January 2016 as a Paraplanner. Bolstering the existing team of three technical researchers, Daniel plays a pivotal role in providing paraplanning and administration support for our Financial Advisors.

With experience gained from 4 years working in the financial services industry, Daniel’s day to day activities involve conducting technical and investment research, comparing products and producing recommendations for clients. Part of Daniel’s role is also to keep up to date with technical, regulatory and market updates.

Daniel currently holds the Diploma in Regulated Financial Planning and will sit on Gresham’s Investment Committee.

  • Client Testimonials

    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    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 for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
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