Graham is a fully Qualified Financial Adviser and a Chartered Fellow of the Chartered Institute for Securities and Investments. He has a wealth of experience advising customers for over 25 years. I believe that you will only partner in the management of your life long aspiration with an individual that understands you truly, who wants to help you achieve your ambitions, and some one that you unreservedly trust. During my career I have learnt the benefit of having one month and two ears, listening very carefully to my clients, needs, wants and aspirations. Ensuring I fully understood what would be the benefit of my advice to them, and what would be the most advantageous outcomes for my clients. The one word most used to describe me by my clients is “Affable”. The world of Financial and Wealth planning has changed considerably over the years, and I now believe firmly that being able to be able to provide unsurpassed advice to my clients that you need to be able to provide truly Independent financial advice.
We won Investment Week’s Gold Standard Award in the ‘Independent Financial Advice’ category. The judges were particularly impressed by our concept of helping clients achieve Financial Freedom.
The Gold Standard Awards acknowledge financial services companies that go the extra mile to serve their customers and build confidence in the sector – rewarding businesses that display consistent standards of excellence in service, capability, trust, financial strength and fair value.
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