0330 038 8939
Based in Stirling
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: February, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's statusLast checked: 13 July 2026
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
17
Recent Client Reviews
Graham has received 17 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Graham has received 17 client reviews 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: 21 June 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.
4
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 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 belowGraham 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 9 first impressions)100% of users who are not yet clients had a positive first experience with Graham
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 9 first impressions)
About
I am a professional and knowledgeable Chartered Financial Planner providing independent advice to clients countrywide. With offices across the country, I'm able to meet with clients throughout mainland Scotland, at their home or at one of our office locations. Have you ever wondered if you'll run out of money or if your family would have Inheritance Tax to pay on your death? Lifetime cash flow planning and Inheritance Tax mitigation are just two specialist areas of advice we offer. The ever changing world of Retirement Planning is complex and it's vital that those earning good salaries, receiving bonuses, manage their own businesses and who are approaching retirement all take professional advice about this.