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.”
Thank you for being very supportive and always accessible, and for taking so much trouble to help me with my financial affairs.
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