At work
Graham has over 30 years of experience in financial services, covering all aspects of administration, from client contact to research and report writing for the business run by an IFA firm.
He also manages the back-office systems and provider portals, ensuring everything is up-to-date and accurate.
On a day-to-day basis, Graham combines these responsibilities with a genuine interest in client relationships, making sure the behind-the-scenes work always supports a smooth and positive experience for everyone.