More Wealth Management provides a holistic approach to financial planning and investment management and the advice we give is based on a complete understanding of our clients' financial goals.

We take pride in building relationships with our clients, helping them to meet their personal and financial goals and objectives, whilst allowing them to look to the future with confidence and optimism. We take time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations.

We pride ourselves on providing the same great level of service to both new and existing clients. Service is of the utmost importance to us. We feel that it is vital to keep in regular contact with our clients, particularly in these challenging economic times.

Graham holds the Certificate in Financial Planning and has much practical experience in the industry with over 10 years advising previously as an Independent Financial Adviser for a number of practices and large insurance companies.

Graham has spent much of his career advising businesses, trustees and wealthy private clients. His specialities include pension advice, investment advice and inheritance tax planning.

Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most important steps you will ever take. Changes in your circumstances or the effects of, for example, inflation will require you to regularly review and act upon your financial situation. I provide my clients with a personal wealth management service, which together we can work on to build and preserve your capital aiming to satisfy your overall financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.