Menu
Graham has been with Clairville York since helping to get it established in November 2001 and has over 27 years Financial Services experience having previously spent 12 years in retail management.
Graham is a qualified Chartered Financial Planner who holds a number of CII Advanced Financial Planning qualifications. While he is qualified to deal with various aspects of financial planning, including Equity Release and Long-Term Care planning, his primary focus is pension and investment planning for both individuals and corporate clients.
Graham lives in Sevenoaks with his long suffering wife Louise and has two adult children. He is a serial home renovator and when he is not trying to make his way around the M25 to the office or to see clients he spends much of his spare time pretending to be a builder, carpenter, electrician and plumber, or at least as much as current ‘regulations’ will allow.
As his waistline evidences, Graham also enjoys good food and wine (being married to a chef helps), and adding to his ever burgeoning music collection.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
