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

    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
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    Thank you so much again for your time and brilliant advice.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
    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.
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