0151 221 9700
Based in Liverpool
View locationChecks 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: 07 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: 02 September 2024
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.
3
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graham has not yet added their fees to their profile
Fees not yet added
Graham has not yet added their fees to their profile
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: 07 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: 02 September 2024
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.
3
Qualifications Uploaded
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graham has not yet added their fees to their profile
Fees not yet added
Graham has not yet added their fees to their profile
I am an Independent Financial Adviser who takes great pride in providing bespoke and distinguishing advice to each client I work with. I help people reach their financial goals with a clear and understandable approach to ensure my clients are engaged at every stage of the advice process. My areas of speciality include retirement, pension and investment planning, as well as other financial planning concerns include insurance protection, mortgages, trust and estate planning, tax planning and business planning. Building a long term relationship is very important to me, particularly to ensure any advice remains appropriate to every client as their circumstances evolve long in to the future. Please contact me if you would to discuss your financial planning concerns.
Offers available through VouchedFor
Contact Graham through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.