Samantha Brannigan

Samantha Brannigan

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 our technical team. With an exemplary ability to research suitable products and strategies, Samantha provides technical research and support to the Directors / Advisers. Samantha’s day to day role involves analysing a client’s circumstances, forming recommendations and compiling suitability reports. Samantha is an accomplished finance professional and is highly knowledgeable across a wide range of financial planning matters, including retirement planning, transfer value analysis, ISA and other investment selection. Keeping up to date with technical, regulatory and market updates is also pivotal to Samantha’s role.

Samantha holds the Advance 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.

  • Twitter

  • Testimonials

    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
Main Menu