International Financial Adviser
Graham has been working in Financial Services in both sales and management since 1982 and for the last ten years in Spain. The majority of the time in the UK was spent with the Prudential in a variety of positions including advising the public, teachers pension expert, corporate sales, training and sales management. Redundancy forced a move to a major UK bank as an IFA, dealing with both individuals and corporate clients, offering solutions across the financial spectrum.
Areas of Expertise
Experience in dealing with Wealth Management, International Portfolio Bonds, International Pensions/QROPS advice and Regular Savings Plans.
- Financial Planning Certificate 1,2 & 3.
- Advanced FPC H15