Morven Millar

Morven Millar

Morven Millar, Financial Adviser at Gresham Wealth Management

Morven joined the financial services industry in November 1987 having started her career with a major life assurance company based in Edinburgh. She moved to Manchester in 1991 and joined a North West Independent Financial Adviser in 1995.

Morven subsequently worked in the Corporate team for a National Employee Benefit Consultancy in 2000 and has been advising personal and corporate clients ever since.

She advises in all areas of financial planning and is a registered Pensions Specialist working closely with professional connections in many areas but in particular, complex matrimonial settlements. Morven is a founder Director of Gresham Wealth Management Ltd and is a Fellow of the Personal Finance Society.

In 2012, Morven won the prestigious ‘North West Chartered Financial Planner of the Year’ award, demonstrating Morven’s professionalism and high standards.

  • Client 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.
    Thank you so much again for your time and brilliant advice.
    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 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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    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.
    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.
  • Twitter

Main Menu