0330 038 8939
Based in York
View locationChecks 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: 10 April 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: 31 March 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.
5
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 11 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 11 first impressions)
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: 10 April 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: 31 March 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.
5
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 11 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 11 first impressions)
I believe that it is critical for me to spend the time to really understand your financial position and what is really important to you, before providing any advice. The financial decisions you make and the plans you put in place will have a significant impact on your financial future, for many years to come. Be it an investment scheme to fund your child’s education, or the retirement funds you are putting in place for your very own future, it is vital that the plans you put in place to meet these needs are right for your circumstances, now and in the years to come. Once I have a clear understanding of your financial position, my advice will be presented in a clear and easy to understand manner and you will always be given the time you need to fully digest my recommendations and to ask any questions you may have. No confusing jargon and no pushy sales techniques. All of our charges are clear, fair and transparent and will be fully disclosed during our initial consultation. It is rare that your financial plan will span a period of just days or weeks though, and whilst the initial advice is vital in setting off on the correct course, my on-going advice service will ensure that life’s turbulence does not cause you to veer off the path to your financial goals. I am personally based near Pocklington, however I am happy to travel out to meet you, either at your home or a neutral venue. We can also conduct online video reviews. I aim to deliver a first class service, however we meet and this can be seen through the reviews posted by my existing clients. Should you wish to explore things further, then please make contact and I would be very happy to meet you for a free, no obligation initial meeting.
Offers available through VouchedFor
Contact Graham through VouchedFor and your initial 1 hour 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
Mortgage value
Savings
Clients' level of financial expertise
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