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

    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    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.
    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.
    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.
    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.
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