Financial Planning Consultant DipPFS in Tetbury
I've worked in the Financial Services Industry for over 40 years and in that time have enjoyed working with some of the UK’s largest corporate banks, NatWest and HSBC, holding both first line and senior management roles at Regional Director level. In the past 30 years, I focussed on both managing successful client facing advice teams and regions, delivering face to face advice as both a restricted and independent adviser.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
First time buyers, remortgages, buy-to-let.
GL8
Tetbury
Gloucestershire
United Kingdom
Graham is located in Tetbury and offers expert financial advice to suit your needs.
After working for many years in an employed role, I decided to make the move into self-employment as a financial adviser. As mentioned, I have advised both as an independent advisor (IA) and a restricted advisor (RA), as I am now with Quilter Financial Advisers. I do feel the distinction between the two is sometimes misunderstood. For me, as an RA I have selected to partner with Quilter Financial Advisers Ltd who are part of Quilter, a FTSE 250 company, as they do all of the appropriate due diligence for me in selecting appropriate investment partners for my clients - they specialise in creating and managing multi-asset investment portfolios, and also managing their own funds, which for me provide ideal solutions for my clients. The support that Quilter provides to both me and my clients is exemplary.
I offer holistic financial advice with a personal service and an ongoing relationship built on trust. I help my clients meet their goals and objectives by undertaking regular reviews. With over 40 years’ experience in financial services, I have a genuine interest in my clients personal and financial situation, and I always ensure I have the time to properly look after all of my clients. I also believe that through those 40 plus years I bring valuable life experience which I can share with my clients.
Outside of work my wife and two daughters enjoy riding their two horses, while I much prefer long walks with eight year old Golden Retriever Monty, as well as playing the drums, piano and guitar.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 10 July 2023.
