Andrew Graham

DipFA Financial Planning Consultant

Andrew has 25 years’ experience as a Financial Adviser. He is Diploma qualified and passionate about helping people achieve their financial goals and objectives as well as, importantly, making sure that protection is in place should anything unforeseen happen. 

Advice is provided on all aspects of financial planning at both personal and corporate levels. Andrew will guide you through the financial planning process offering solutions tailored to your specific needs.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection