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

    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.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thank you so much again for your time and brilliant advice.
    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.
    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.
    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.
    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
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