Graham provides a wide range of wealth management services to individuals and businesses, with emphasis on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the years.
Graham has been working in financial services since 1979, and in May 1996 he was invited to work with the St. James's Place Partnership.
He specialises in a wide range of financial advice for higher income and large estate individuals. In particular, much of this advice centres on IHT planning, onshore and offshore investment planning, business and personal protection and retirement planning.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.