Graeme is primarily responsible for long-term planning and problem solving. His earlier experience in a large firm of City financial advisers and his experience in helping set up two new organisations have enabled him to adapt financial strategies as circumstances change. His belief is that advice should be dynamic and reactive. This regularly involves working with other professionals, such as accountants and solicitors to coordinate the best possible solutions for clients.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Graeme’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Graeme’s SPS on request.
Away from the office
When he’s not advising clients, Graeme loves nothing more than sport; both watching and playing.
He also enjoys film, tv dramas as well as having a keen interest in history and technology.
Reducing tax bills