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’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
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