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

    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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
    Thank you so much again for your time and brilliant advice.
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