Chartered Financial Planner
Graeme is one of our longest serving members of the team and has been with the business since 1999. Graeme has over 30 years extensive experience of the financial services industry holding the Advanced Financial Planning Certificate and Securities Institute Diploma and is an Associate of the Personal Finance Society. He is also a Fellow of the Securities and Investment Institute. He advises both individuals and businesses on investment, retirement planning, pensions, protection products (both individual and corporate) and Inheritance Tax planning matters. Widely regarded as one of the most influential advisers in the industry Graeme was one of the first financial specialists in Tayside to be awarded Chartered Financial Planner status by the Chartered Insurance Institute.