Graeme has 30 years’ experience as an independent financial adviser, the majority of which has been spent within accountancy practices, since originally training with Ernst & Young. He has dealt with a wide variety of personal and corporate client issues across his career and has considerable knowledge and experience of all main aspects of pension, investment and taxation issues as well as having worked through several economic and stock market cycles.
Graeme’s ethos is very much working with several generations of families over the longer-term to help create effective cross-generational solutions.
Through professional examination, Graeme has achieved the preferred “Chartered Financial Planner” status and he continues to keep his professional knowledge current, for the benefit of his clients.
Graeme spends his leisure time reading, travelling and working on finding his golf swing again! One of his favourite quotes is “whenever you find yourself on the side of the majority, it is time to pause and reflect” – Mark Twain.