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.
Siân has worked solely with Independent Financial Advisers in a support and research capacity since 1996. These have included small local firms through to large national firms based in London covering every aspect of personal financial planning. In 2007 Siân made the decision to become self employed in order to balance work and family life and now focuses on providing a bespoke research service for key IFAs. Siân holds the full CII Certificate in Financial Planning (1, 2 and 3) and attends regular workshops and seminars to keep up with industry changes.
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.