Gresham Wealth Management, the Cheshire-based chartered financial planning firm  has appointed experienced paraplanner David Kershaw as a technical analyst.

David has spent more than 25 years in the financial services industry and joins the chartered financial planners from Cullen Wealth after starting his career at Royal London.

Jonathan Young, director at Gresham Wealth Management, said:

“We are pleased to expand our technical team as we continue to evolve our service for our clients. David is a vastly experienced professional and is already playing a key role in assessing investments and formulating recommendations alongside our advisors to meet our clients' financial goals.”

Morven Miller, director of Gresham Wealth Management, added:

“This appointment to our technical team enables us to continue to give the best possible service and advice to our clients and ensure we have the right blend of frontline skills and background support as we continue to grow in 2024.”

https://www.greshamwm.co.uk/