Graham is a Chartered Financial Planner with many years’ experience of helping clients in all areas of finances.
Graham makes Financial Advice easy to understand and implement. He specialises in helping clients make sense of their finances, grow their wealth as well as simplify their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond.
He will help you focus on what is important to you and doing it in such a way that you can adapt your plans to your changing circumstances.
He has a background of working with medical professionals and has an excellent understanding of the NHS Pension scheme.
Graham lives in Cheltenham with his wife and 2 young children. In his spare time, he has a passion for travel, music and restaurants.
Mortgage placement and arranging for:
First time buyers
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection