Qualifications

• CII Diploma in Regulated Financial Planning
• CIMA Certificate in Business Accounting

Get to know Graham

With a background in senior Finance and Management roles, I began my Financial Services career with one of the largest Wealth Management firms in the UK.

Working with small business owners and business units within corporate organisations has allowed me to develop a deep understanding of all aspects of running a business. More recently I have worked closely with both employed and self-employed Medical Professionals on financial matters for their practices.

Wealth Matters share my core values in financial planning and the belief that the client is at the centre of everything we do. I enjoy developing long term relationships with clients, guiding them through their life cycle stages and working towards the retirement they deserve. Since joining the Financial Services sector, I have obtained a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, and I am now working towards further advanced qualifications.

In my spare time I enjoy traveling and experiencing diverse cultures, spending time with my family and volunteering for a local charitable foundation. Often at weekends I can be found shuffling around a local Parkrun event and enduring the ups and downs of supporting Watford FC.