Graham specialises in both corporate work and inheritance tax mitigation. However, he is also highly experienced in the personal and corporate pensions, general protection, investment, mortgage markets and equity release. Graham currently acts on behalf of the Federation of Small Businesses in Guildford and Godalming, Surrey.
With twenty years banking experience culminating in a period as an account manager with Messrs Coutts & Co, the Queen's bankers, I spent twelve years in financial services with Friends Provident, before forming my own independent financial adviser company, Guildford Wealth Management Ltd.
Whilst corporate life and pension schemes and inheritance tax mitigation are my specialist areas, I am also active in the pensions market (where I hold the advanced G60 qualification) and general protection (life assurance/income protection) together with the investment market, mortgages, equity release and long term care.
Our Locations:
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Main Office - 6 Kingswood Close, Guildford, GU1 2SD
01483 300777
Business Name
Guildford Wealth Management
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