Useful tools and calculators from the Money Advice Service.
Patient in explaining investment strategies and fee structures
I’ve known Graham for 12 years during which he has helped to manage the major part of my financial affairs. His approach to clients has been exemplary: patient in explaining investment strategies and fee structures, ready to answer the kinds of questions that those like myself without expertise in the language and organisation of financial advice invariably need to raise, generous with his time in meetings in order to ensure that complex issues and important choices are fully understood. His determination to grasp in detail the profile and objectives of clients and to work out together the best investment strategies, both for the short- and the long-term make him a financial adviser in whom I can have complete confidence. I would not hesitate to recommend him highly to prospective clients.