Lauren McCullen

Lauren McCullen

Lauren McCullen

Lauren has worked within the financial services industry for 8 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.

  • Client Testimonials

    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    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.
    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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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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