Connect with me
Samantha Gratton
online Member - BATH & KEYNSHAM
Old Mill Financial Planning LLP
Independent Chartered Financial Planner
A bit about me...
Would you like to feel confident about your future?
As an Independent Chartered Financial Planner I can help.
I work with people who are feeling uncertain about how to manage their finances, and help them to build a Financial Plan that will give them peace of mind they are on track to achieve their goals.
The key is not simply focussing on pensions and investments, but rather to understand the life you want to lead so that we can work towards it.
By listening and connecting with what really matters to you, I can help you achieve the dream of a better future.
I hold Chartered Financial Planner status and am a Fellow of the Chartered Insurance Institute, ensuring I have the highest technical knowledge and expertise in investments, pensions and protection to build a robust Financial Plan.
- 2022 Finalist - Professional Adviser Women in Financial Advice Awards: Financial Adviser of the Year- South West category
- 2021 nominated for the Professional Adviser's Women in Financial Advice Awards 'Rising Star' category, and the Women’s Business Club “Women in Finance Award” and “Business Mum of the Year”
- 2019 Professional Paraplanners 'Paraplanner of the Year'
- Chartered Insurance Institute (CII) of Bristol – AF5 Financial Planning Process – Best Paper
- CII award for Best Completion of the Certificate in Financial Planning
My partner is also a Chartered Financial Planner, and with over 30 years’ experience between us in the profession, helping our clients really is our overriding aim and a huge part of our lives.
When we aren’t talking shop we are spending quality time as a family with our son, and we both enjoy trailing running, including running ultra-marathons.
You can read reviews and testimonials from my clients here:
www.vouchedfor.co.uk/financial-advisor-ifa/wells/064447-samantha-gratton
There is no cost to you for an initial consultation, so please feel free to get in touch to discuss your situation.
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