Graham is a highly successful Financial Planner with 18 years experience in the financial services industry.
He obtained a BA Hons degree in Financial Services in 1994 and took up a position as a graduate trainee for a leading insurance company. Graham has worked in the IFA (Independent Financial Advisor) sector since 1996 and became an IFA in 2001, responsible for the sales and administration of large employee benefit accounts.
Over time, Graham developed his own client base and held senior roles in well established firms, where his input led to their further development. Graham has acquired a good understanding of how firms within the IFA sector work and joined the CBW Financial Planning team in 2012. He believes that CBW’s breadth of accountancy experience, aligned with financial planning skills, provides a robust all round service for clients.