Graham joined Future Asset Management in April 2010 as an administrator and quickly obtained his mortgage qualification to take on an advisory role within the firm.
Graham is David’s son who saw his potential to develop throughout the financial services industry. In 2011, he achieved his Diploma in Financial Services to become a financial adviser, also qualifying in Long Term Care advice.
In 2012, Graham became a Partner in the firm and has shown great enthusiasm and insightful input into the business side of things. As a Senior Manager alongside Nicola, they ensure our firm’s operations meets the changing needs of the business and its obligations.
Graham subsequently achieved Certified Financial Planner status followed by the Chartered Wealth Manager Status. He was awarded CISI Financial Planning Professional of the year in 2018 by the professional body and has also been a panel member as a marker for the CISI.
Graham’s background knowledge in engineering has proven useful in his technical abilities surrounding problem-solving and calculating solutions and applies this skill in discussion with clients using simplified processes. Graham predominantly advises clients on retirement and pension planning.
