Graham joined the IFA sector in 1997 holding senior roles in well established firms. As a financial planning adviser he has worked with companies and clients for many years assisting them to achieve financial independence. Graham set-up Sky Blue Wealth Management Ltd (working in partnership with the Polestar Wealth Ltd) to provide a more tailored service clients struggle to find in big IFA practices. He is a member or the Personal Finance Society (PFS) and is a Certified Financial Planer the only globally recognised mark of excellence in Financial Planning. He is married with 2 children, is the secretary of a charity and does his best to keep fit.
Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.