Graham is a diploma qualified Financial Adviser with over 27 years’ experience in providing financial advice most recently having focused on providing specialist advice to General Practitioners (ST1 to ST3, locums, salaried GPs and partners) and their practices, hospital doctors & dentists.
Graham is expert in delivering face-to face advice, whilst building long term relationships with clients. HIs priority is to ensure that his client’s financial goals and wellbeing are looked after in a trustworthy and professional environment.
Graham offers Holistic Financial advice covering retirement and inheritance tax planning, protection for clients and their families, and investments. He prides himself on working in an easy to understand and friendly manner.
Mortgage placement and arranging for:
First time buyers
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