Overview
Graeme began working in Financial Services in 2019 and is a qualified financial adviser holding a Level 4 Diploma in Financial Advising (DipFA), a Level 3 Certificate in Mortgage Advice & Practice (CeMAP) and a Level 3 Certificate in Long Term Care & Later Life Planning (CertLTCP).
Graeme also holds an Honours Degree in Business Economics from the University of Exeter. He is currently working towards Chartered Status with Walbrook Institute London (formerly London Institute of Banking and Finance).
Graeme has experience in all core advice areas with a particular specialism in investments, retirement and estate planning. He has worked with a wide range of clients and offers holistic advice tailored to their life stage and goals.
Graeme strives to find the right solution for clients, bringing their financial plans to life in a fully personalised and engaging way. He prides himself on helping his clients achieve their goals and building long-term relationships.
Outside of work Graeme enjoys spending time with his family, snowboarding and taking his Cavapoo Poppy for walks in the countryside.
Specific Skills:
- Investment and pre-retirement planning
- Near and post-retirement planning
- Inheritance taxation
- Protection advice
- Mortgage advice
- Business protection advice
- Personal taxation
- Succession planning for families and business owners
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON SUCCESSION PLANNING & INHERITANCE TAX PLANNING.
