Lauren McCullen

Lauren McCullen

Lauren has worked within the financial services industry for 9 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.

Outside of work, Lauren is an avid watcher of reality TV.

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  • Testimonials

    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    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.
    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.
    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.
    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.
    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
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