“I’ve been lucky enjoy know Graham for many years, first as my personal banker, and in more recent times as a valued advisor in what is now a complex world of investment and future planning. I would have no hesitation in recommending Graham as a trusted expert in his field, responsive, always helpful and easy to deal with.”
Nigel H, Hertfordshire
“Graham has been our financial advisor for over 12 years and we have received excellent service from him. We have had several important issues to deal with, which Graham helped to bring to a successful conclusion. My wife and I are pleased with his friendly, conscientious attitude, and know that he is always available. We would have no hesitation in recommending him.”
Brian and Gillian L, Surrey
“Graham has been a very valuable advisor for over 14 years, particularly when mother died and trusted counsel was required. Without Graham’s valued advice we would have found the whole experience a far greater ordeal. He always considers the whole picture, with a very genuine concern to do what’s best and right. He has an approachable and open personality, and my father and I would not hesitate to recommend Graham.”
Justin and Victor A, Cambridge
“Graham has been providing financial advice to the family since 2001. He has supported my parents through some of their major life changes, enabling them to remain financially secure. Now that my brother and I have responsibility for my father’s affairs, Graham provides us with the same excellent service, he presents us with clear information to enable us to select the best option. Reassuringly, he is readily available for face to face meetings and phone conversations whenever we have needed. I would have no hesitation in recommending him as a financial advisor.”
Penny S, Hertfordshire
“My wife and I have worked with Graham for a number of years now, both in his previous life at Coutts & Co, and now with him at PWM. Graham has always been extremely personable, attentive, aware of our needs in terms of investment and risk and proactive and creative in his approach to various issues in our financial life. We very much enjoy working with him.”
Kevin M, Kent
The choice of your partner to achieve your life-long financial aspirations is based upon two key factors. The ability to build trusted relationships based upon an understanding of your ambitions and the competence to realise these.
During my career, I have learnt one of the key elements of success is to listen very carefully to my clients’ needs, wants and aspirations. This close attention to detail forms the foundation of advice ensuring that we consistently deliver the most advantageous outcomes for my clients.
I started my apprenticeship in banking and financial service 36 years ago, learning the basic principles of financial planning and wealth management. During that time, I worked for a multinational financial firm, spending the last 14 years at Coutts and Co.
In the ever-changing world of financial advice, I firmly believe that in order to consistently provide the optimum outcomes for clients, it is paramount that the advice be truly independent.
Following robust due diligence, I have chosen to join Partners Wealth Management as I believe the firm meets all the criteria to provide a truly independent personalised individual service to my clients.