Graham has spent his career in Financial Services since leaving school and has been an Independent Financial Adviser for 25 years.
Graham was born and educated in West Cornwall having attended the Humphry Davy Grammar School in Penzance.
He has held the Level 4 qualification, now a minimum requirement by our regulator the Financial Conduct Authority (FCA), since 2006. He also holds the necessary qualification to advise on Long Term Care provision.
Having advised a widespread portfolio of clients, Graham specialises in Inheritance Tax planning, retirement planning and Trustee advice but also advises on investments, pensions and protection for individual private clients.
Graham can be contacted on his mobile phone 07867 420949 or send him an