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.

  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

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  • Client Testimonials

    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
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  • Contact Details

    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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