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Meet the Team - Samantha Brannigan

Gresham Wealth

Our team are a pivotal part of what we do. Here, we meet Samantha Brannigan, who is has taken on the role of Financial Adviser, having worked as a Paraplanner on our Technical Team for over 11 years.

Samantha joined Gresham in 2010, initially in an administrative support role but quickly progressed to become a Paraplanner. Having been with the firm from the beginning, Samantha is one of our longest-standing team members. Alongside her day-to-day role, Samantha plays an active part in the firm’s fundraising activities, being the key orchestrator behind our annual Barnardo’s charity donation.

My favourite aspect of my job is…

Finishing a report or a piece of work and knowing that your recommendations can make a difference to a client’s financial position, be this improving tax efficiencies or helping to meet their financial goals. I always like to see how the recommendations have panned out along with the difference they have made when it comes to reviewing a client’s portfolio on an annual basis.

In my spare time I like to…

Hit the gym / get out in the fresh air for a walk, read and spend time with my family & friends. Life can be fast-paced at times and taking time out to do things I enjoy or indulging in some self-care is key to striking a balance.

Something not many people know about me is…

I used to love playing hockey when I was younger and was on my school hockey team.

The best piece of financial advice I’ve ever been given is…

Take control of your finances and review them regularly. Having a budget and incorporating short- and long-term savings into this where possible helps you be prepared for any short-term ad-hoc, requirements and also future plans / goals.

My favourite film is…

The original Matrix trilogy, I could watch them over and over. Although they are over 20 years old now, I just found the concept so original and mind blowing at the time of release.

My proudest moment is…

Being where I am today, investing in my personal development, passing my exams and becoming Chartered.

If I wasn’t in financial services I would be…

Working in a similar environment / role as I enjoy working as part of a team and helping other people.

I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

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.

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.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

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.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.