Position: Senior Financial Planning Consultant
Phone: 01932 579700
Graham is a dedicated member of the team, ensuring that his client’s financial goals and aspirations for the future can be achieved through careful face to face financial planning. He has over 20 years of financial advisory experience, the majority of this is helping and supporting High Net Worth financial professionals in the City of London. His experience specialises within the investment and pension market and ensures his clients funds are held in the right product and for the right time. He is passionate about the creation and perpetuation of wealth across generation for his clients. The financial wellbeing of his clients is at the cornerstone of his philosophy and works with his clients to achieve this.