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

    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
    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.
    Thank you so much again for your time and brilliant advice.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
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