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Samantha Graduates as a Chartered Financial Planner

Gresham Wealth

Gresham Paraplanner Samantha Brannigan has attained a career goal by achieving Chartered Financial Planner status. Samantha, known to the team as Sam, celebrated her qualification at a graduation ceremony at the CII’s central London office on Friday 20 April 2018.

Achieving the qualification has involved Sam undertaking several years of studying and exams. Starting back in 2012, Sam firstly had to study and work towards passing the Diploma in Regulated Financial Planning. Following this, she studied for a further 3 years, attaining the Advance Diploma in Financial Planning in 2017. From here, Sam was able to apply for Chartered status.

Morven Millar, Director at Gresham, said:

“Such a high level of qualification is rarely found amongst Paraplanners and the determination and commitment Sam has shown in working towards Chartered status is admirable. Having joined Gresham in 2010, Sam is one of the firm’s longest serving members of staff. She’s also one of the most valued members of the team and we’re really proud of her achievement.”

Sam commented:

“Studying for and taking exams whilst also working full time was very difficult and stressful at times but the sense of achievement of having finally reached my goal has made it all worthwhile.

“Working towards this qualification has not only boosted my knowledge, it’s also given me a greater understanding of the role of a Financial Adviser, which I will be able to take forward when completing work for clients.”

Chartered status in the financial services industry stands proud as an indicator of the highest standards of learning and ethical behaviour.

Gresham Wealth Management is committed to providing an excellent service to clients and part of this is the continual professional development of its staff. As such, Gresham employees wishing to work towards further qualifications are given training and study support.

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.