Sky Blue Wealth Management Key Guides are easy-to-read, full of useful information and free to download. They cover 12 key areas.
For further information and to view a Key Guide click on the relevant link below.
Takes the trouble to get to know his clients
I have known Graham since 2007, when he was recommended to me by a contact of a colleague. I liked him immediately as he has a pleasant and down to earth manner and he had the ability to assess my particular requirements and to help me understand my various options. As my requirements have changed over the last 13 years, Graham, because of his knowledge and understanding of his subject, is able to provide me with honest and detailed advice in a way that gives me every confidence in his recommendations. He takes the trouble to get to know his clients, which makes them feel that they have a very personal service. I would have no hesitation in recommending him to friends and contacts.