Our Financial Consultants / Paraplanners
Graham Connor
Financial Planning Manager / Chartered Financial Planner
Graham holds advanced professional qualifications in tax and trust planning, investments, pension transfers, business financial planning, retirement and later life planning. As a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, he is well placed to meet the diverse needs of clients in an increasingly complex world of personal finance.
Qualifications
FPFS
Expertise
Insights by Graham Connor
Are you potentially overpaying for the financial advice you receive?
Recent regulatory scrutiny has led to more savers paying closer attention to the total costs of financial advice. Paying excessive or unwarranted fees can substantially hinder long-term wealth-building.
Keep your wealth ‘engine’ running smoothly with a financial MOT
Just as your car needs an annual MOT, it’s important to look under the bonnet and ensure your financial ’engine’ is in good working order. A new tax year provides a natural opportunity to take stock of your wealth-building strategy.
