Mark Graham

I am here to help my clients realise their ambitions when it comes to financial matters and make their money work for them. I can also help clarify the confusing terminology and huge range of products available. As I am able to, and enjoy, advising on a whole range of areas, to include savings, investments, pensions and Inheritance Tax (IHT) Planning, I pride myself on providing my clients with a complete, personal solution to their financial planning needs. Although based in Catherington near Waterlooville I have many clients across Hampshire and West Sussex, who I have helped to achieve their financial goals or ensured the security of their family and I genuinely enjoy helping them make a difference. I believe in forming long-lasting trusting relationships with my clients and that providing an ongoing service to them is vital if they are to succeed in achieving their long term goals. Happily married with three young children and living in Catherington, I have enjoyed 12 years as a financial adviser. I enjoy spending time with my family, playing golf, squash, coaching my son's local football team, camping and good holidays. Get help with setting up auto enrolment as an employer or get a better understanding of an auto enrolment scheme you are signed up to as an employee. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.