Graham Duggan

Graham Duggan

Arcus Wealth

Minimum savings/pensions: Any amount

0151 221 9700
Based in Liverpool
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Verified since: January, 2021
4.9 out of 5

20 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 07 July 2026

    Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status

  • Recent Client Reviews

    Graham has not received any reviews in the last 12 months

    Graham has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 26 March 2026

    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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

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About

I am an Independent Financial Adviser who takes great pride in providing bespoke and distinguishing advice to each client I work with. I help people reach their financial goals with a clear and understandable approach to ensure my clients are engaged at every stage of the advice process. My areas of speciality include retirement, pension and investment planning, as well as other financial planning concerns include insurance protection, mortgages, trust and estate planning, tax planning and business planning. Building a long term relationship is very important to me, particularly to ensure any advice remains appropriate to every client as their circumstances evolve long in to the future. Please contact me if you would to discuss your financial planning concerns.