Graham has worked within the financial services sector for over 35 years spanning both private and corporate disciplines. He has undertaken client advice roles, as well as managerial roles throughout his career. His previous role was head of Financial Planning within a Private Bank operating in the High Net Worth markets.
He has always maintained a strong focus on development and has achieved Fellowship status with the Chartered Insurance Institute together with Chartered status through the Corporate Institute of Securities and Investment.
Ensuring the client experience is of a high standard has been an unwavering focus of Graham’s throughout his career and something about which he feels particularly strongly.
Outside of work, Graham enjoys playing golf and watching rugby. He also enjoys spending as much time with his children and family as possible, exposing them to different experiences to equip them for future life.