Graham Crossley

APFS, CeMAP Financial Planning Consultant with Mortgages

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.

 

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.
The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change. 

 

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

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

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection