Samantha Brannigan

Samantha Brannigan

Samantha Brannigan, Paraplanner at Gresham Wealth Management

Samantha joined the Financial Services sector in 2002 providing administrative support to Advisers within Independent Financial Adviser practices. Since joining Gresham Wealth Management in 2010 Samantha has progressed her career to a technical support role, providing technical research and support to the Directors / Advisers at Gresham Wealth Management. Samantha’s day to day role involves analysing client needs and identifying suitable solutions to meet those needs and compiling a suitability recommendation in preparation for the Adviser’s meeting. Keeping up to date with technical, regulatory and market updates is pivotal to the role.

Samantha holds the regulated Diploma in Financial Planning.

  • Client Testimonials

    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
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