Senior Partner Practice of St. James's Place Wealth Management
Graham has worked in financial services for 30 years and has extensive knowledge in all aspects of financial planning. He is a Fellow of the Personal Finance Society and a Chartered Financial Planner. Graham is very adept at building solid, long-term relationships with his clients and their families. He provides trusted, highly valued wealth management advice specialising incomplex investment and pension planning.
As a Director of Lansdown Place Wealth Management, Graham’s emphasis is on ensuring that the experience that all of our clients have when dealing with us is of the highest quality. Graham has a passion for delivering excellence across all aspects of the business.
When he is not working Graham enjoys nothing more than long walks with his dogs and socialising with family and friends. He also thoroughly enjoys “Am Dram” and is the Treasurer of BLOC Productions as well as trustee of a number of other Bristol charities.
“Our aim is to always deliver a first-class service. We appreciate that clients have a choice and the fact that they choose to work with us is never taken lightly, or for granted.”
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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.