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.

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    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    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.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Just a big thank you for all you have done for our family. We do appreciate it.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
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