I’m Kieran, a financial planner for Gresham Wealth Management with over 12-years’ experience in the industry. Previous to Gresham I worked within my family business for 8 years and more recently worked alongside professional footballers creating complex plans that were capable of handling high levels of income.
Both of these experiences along with working at Gresham have helped me understand the need for a highly detailed approach tailored to the needs of each individual. But more than that, to create meaningful relationships with all of our clients based on honesty, integrity and teamwork. With your aspirational goals being at the forefront of the process whilst together we create a robust financial plan to support them.
Working for Gresham is a very fulfilling, we are given the agency to manage each client to their specific needs and not adopt a one-size-fits-all approach. Along with the team based model that means each department works side by side to ensure a consistent and thorough service year round, it really does feel like working for a family business again, which I love.
A little about me, I love to travel, affectionately (I hope) being nicknamed Judith Chalmers in the office. Scuba diving, skiing, anything to get the adrenaline pumping. Between holidays I spend most of my time cooking, at the gym or playing football.
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