Samantha Gratton's Location
Saltford, GB
Samantha Gratton's Work
- Chartered Financial Planner @ Old Mill
- Senior Paraplanner @ Old Mill
- Personal Assistant @ Lloyds Banking Group
- Trainee auditor @ Deloitte
Samantha Gratton's Education
- The University of Edinburgh
Business Studies (Business and Economics)
2005 - 2009 - Ralph Allen School2011 - 2013
- Stonar School2009 - 2013
Samantha Gratton's Skills
- Strategic Financial Planning
- Investments
- Financial Services
- Pensions
- Wealth Management
- Retirement Planning
- Financial Planning
- Inheritance Tax Planning
- Portfolio Management
- Financial Reporting
Samantha Gratton's Summary
Samantha Gratton, based in Saltford, GB, is currently a Chartered Financial Planner at Old Mill, bringing experience from previous roles at Old Mill, Lloyds Banking Group and Deloitte. Samantha Gratton holds a 2005 - 2009 Business Studies in Business and Economics @ The University of Edinburgh. With a robust skill set that includes Strategic Financial Planning, Investments, Financial Services, Pensions, Wealth Management and more, Samantha Gratton contributes valuable insights to the industry. Samantha Gratton has 2 emails on RocketReach.
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