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

    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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
    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.
    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.
    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.
    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.
    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.
    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.
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