0330 038 8942
Based in Bristol
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FCA Regulated
Graham and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 January 2025
Graham and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Graham has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Graham has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Graham has provided information on their typical fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Graham and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 January 2025
Graham and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Graham has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Graham has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Graham has provided information on their typical fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Clients usually approach me because they have several concerns regarding their finances. Some examples of their worries and concerns are: 1. Can I afford to retire 2. Can I maintain my standard of living 3. I want to leave a legacy to my children 4. My investments are not performing the way they should 5. I need to understand my finances better 6. I'm worried about investing ethically. Consilium's clients are usually over 45 and looking to ensure that their investments and savings are structured to meet all their goals and objectives. Most of my clients live in and around Bristol and usually have at least £250,000 in investible assets. Our fixed-fee approach particularly benefits high-net-worth clients who require ongoing advice on more than one aspect of their finances. My expertise includes retirement planning and passing wealth through generations. As an early adopter of lifestyle financial planning and passive investing, I have used both aspects of financial planning for over ten years. Consilium uses the latest financial planning techniques to help its clients meet their long-term goals and alleviate their initial worries and concerns. We believe it is essential to be independent and work on behalf of our clients. We will provide a clear pathway to help you meet your goals and aspirations.
Offers available through VouchedFor
Contact Graham through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Graham's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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