Morven Millar Email & Phone Number | PREVIOUS WINNER OF THE PRESTIGIOUS NORTH WEST CHARTERED FINANCIAL PLANNER OF THE YEAR AWARD. Recognised as one of the top rated financial advisers in the 2019 VouchedFor Guide To The UK’s Top Rated Financial Advisers. Founder Director of Gresham Wealth Management Ltd with over 33 years experience in the financial services profession advising individual & corporate clients in all areas of financial planning to help them achieve their long term goals. Gresham Wealth Management Ltd holds the prestigious title of Corporate Chartered Status ensuring clients receive service that is both professional & ethical. We are a small boutique, independent advisory firm directly regulated by the FCA that specialises in high net worth clients delivering a hands on personal service. Attained the the highly distinguished title of Fellow of the Personal Finance Society, the highest achievement available. Specialties: Pre & Post Retirement Planning Experienced in high end Divorce Settlements Tax & Trust Planning inc. Estate tax planning Tax efficient Investments Protection for individuals & SME's

Morven Millar

PREVIOUS WINNER OF THE PRESTIGIOUS NORTH WEST CHARTERED FINANCIAL PLANNER OF THE YEAR AWARD. Recogn...
United Kingdom

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Morven Millar’s Email morven.millar@greshamwm.co.uk

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Morven Millar’s Location United Kingdom

Morven Millar’s Current Industry Gresham Wealth Management

Morven Millar’s Prior Industry Cullen Financial Planning | Ambassador Life And Pensions | Watson Wyatt Employee Benefit Consultants | Greystone Financial Services

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Work Experience

Gresham Wealth Management

Director & Chartered Financial Planner

2010-04-01 00:00:00 - Present

Cullen Financial Planning

Senior Consultant

2004-04-01 00:00:00 - 2010-01-01 00:00:00

Ambassador Life And Pensions

Consultant

2001-10-01 00:00:00 - 2004-03-01 00:00:00

Watson Wyatt Employee Benefit Consultants

Consultant

2000-01-01 00:00:00 - 2001-10-01 00:00:00

Greystone Financial Services

Administration Manager/Pensions Manager

1995-04-01 00:00:00 - 1999-12-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Morven Millar

Morven Millar is located at
United Kingdom

Morven Millar is a PREVIOUS WINNER OF THE PRESTIGIOUS NORTH WEST CHARTERED FINANCIAL PLANNER OF THE YEAR AWARD. Recognised as one of the top rated financial advisers in the 2019 VouchedFor Guide To The UK’s Top Rated Financial Advisers. Founder Director of Gresham Wealth Management Ltd with over 33 years experience in the financial services profession advising individual & corporate clients in all areas of financial planning to help them achieve their long term goals. Gresham Wealth Management Ltd holds the prestigious title of Corporate Chartered Status ensuring clients receive service that is both professional & ethical. We are a small boutique, independent advisory firm directly regulated by the FCA that specialises in high net worth clients delivering a hands on personal service. Attained the the highly distinguished title of Fellow of the Personal Finance Society, the highest achievement available. Specialties: Pre & Post Retirement Planning Experienced in high end Divorce Settlements Tax & Trust Planning inc. Estate tax planning Tax efficient Investments Protection for individuals & SME's

Morven Millar currently works in the Gresham Wealth Management |

No Languages Available

Morven Millar has prior
experience in the following industries:
Cullen Financial Planning | Ambassador Life And Pensions | Watson Wyatt Employee Benefit Consultants | Greystone Financial Services

Morven Millar has the following professional experience:
Gresham Wealth Management | Cullen Financial Planning | Ambassador Life And Pensions | Watson Wyatt Employee Benefit Consultants | Greystone Financial Services