I have worked in the financial services sector for over twenty years. My background as a qualified industrial chemist has enabled me to take an analytical approach to financial advice. I am a general adviser, specializing in pensions, investments and estate planning in a cradle to grave timescale across the family generations.
The rigorous examination requirements have ensured that I can provide sound technical advice and the rewards come from the knowledge that my clients are left in a better position after receiving sound strategic advice including personal financial and tax planning.
I see the adviser client relationship as a close, long term and confidential one, developing into mutual respect. The reward for me is seeing my clients achieve their goals through considered long term financial planning.
When not advising clients – family, cooking, music and gardening occupy many happy hours.
Graham is based in our Buckinghamshire office and can be contacted
T: 01296 696767