Lorna Jervis

Lorna Jervis

Lorna has a wealth of experience in Financial Services and provides first class administration support to the team at Gresham Wealth Management Ltd. She ensures that the office is run in a professional and efficient manner which enables the consultants, and the business in general, to provide a high level of client service proposition.

“I enjoy the personal connections and interactions that my position provides with our clients and providers.

“The expanse of financial services Gresham provides to its clients presents different challenges keeping the work interesting and fresh. Processing new applications or addressing any questions or queries raised by our clients to a successful conclusion is both satisfactory and rewarding”.

Lorna is also responsible for collating all management information to assist the Directors in the smooth running of the business.

Outside of work, Lorna enjoys visiting national trust properties, and the challenge of DIY projects – although nothing on too large a scale!

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  • Testimonials

    Just a big thank you for all you have done for our family. We do appreciate it.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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’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.
    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.
    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.
    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.
    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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