0330 038 8941
Based in Biggleswade
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FCA status: Certified by Firm
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Last checked: 02 April 2025
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Recent Client Reviews
Graham has not received any client reviews in the past 12 months
Graham has not received any reviews in the last 12 months
Graham has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 January 2021
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graham has not yet added their qualifications to their profile
Qualifications not yet added
Graham has not yet added their qualifications to their profile
Transparent Fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Graham has provided information on their typical fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Last checked: 02 April 2025
Graham is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graham's status
Recent Client Reviews
Graham has not received any client reviews in the past 12 months
Graham has not received any reviews in the last 12 months
Graham has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 January 2021
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graham has not yet added their qualifications to their profile
Qualifications not yet added
Graham has not yet added their qualifications to their profile
Transparent Fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Graham has provided information on their typical fees
Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been working in Financial Services since I left University. Starting in an administration role, I have worked my way through to becoming an accomplished Wealth Planner who offers bespoke planning to my clients so that they can achieve their financial objectives. Outside of work I have a busy home life with my wife and four young children. When I can fit it in, I love nothing more than a round of golf or catching a football match.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Graham's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.