Lorna Jervis

Lorna Jervis

Lorna Jervis-cropped

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 Partners in the smooth running of the business.

  • Client Testimonials

    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
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