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

    Thank you so much again for your time and brilliant advice.
    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.
    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.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    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
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    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.
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