Samantha Brannigan | Gresham Wealth Management

With a career in financial services starting in 2002, Samantha joined Gresham Wealth Management in 2010, initially in an administrative support role but quickly progressing to become a Paraplanner in the technical team. She is now a Financial Planner on the Adviser team.

Having worked within all roles, Samantha has an excellent understanding of the end-to-end processes of the business and advises in all areas of Financial Planning.

Samantha has been an integral part of our annual ‘Christmas Gift Appeal’ supporting a local children’s centre, using company and team donations, to purchase gifts and food for local families.

Samantha holds the Advanced Diploma in Financial Planning and graduated as a Chartered Financial Planner in 2018.

Outside of work, Samantha enjoys keeping fit, spending time with family / friends & also sampling new gin flavours.

Back to team

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.