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