Samantha is a Chartered Financial Planner at Gresham who has more than 20 years of experience in the Financial Services sector, guiding clients, and their families with their financial affairs. Samantha is passionate in her role as a Financial Planner, helping clients at all stages of their lives to work towards their goals.
With experience in advising on life insurance, inheritance tax planning, utilisation of available tax allowances, investments, pensions and retirement planning, Samantha’s professional goal is to ensure that all her clients have peace of mind when it come to their finances both now and in the future.
Outside of work, Samantha enjoys working towards her own personal goals, going on long walks and keeping fit and healthy at the gym.
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