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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  • Testimonials

    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.
    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.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
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