Cuts through the jargon and makes sure my needs are at the center of his thinking
I was introduced to Graham through my own personal network. I find Graham to be a very open person and professionally curious about my own situation and ambitions. This enables Graham to spar with me to determine how this translates into financial planning. Financial solutions and implications can be very complicated, so it is refreshing to have Graham cut through the jargon and make sure I’ve understood the implications of choices to consider and decisions to be made. Equally I appreciate how Graham feels responsible for the quality of my interaction with 3rdparties – Investors and brokers – and makes sure my needs are at the center of their thinking. Follow-up by Graham and his team is rigorous – nothing slips down the cracks. I appreciate the time he invests in our relationship. I know that I can contact Graham at any time and he will be keen to be supportive and act with pace. He’s a good bloke and I am very happy to recommend him.