David Graham BSc, ACIS, FPFS, TEP
Director

One of the most highly qualified professional Chartered Financial Planners in the UK, David provides financial advice to clients on a discrete one to one basis, tailoring solutions which are designed to provide ultimate financial security.

He is an Economics graduate, a Fellow of the Personal Finance Society and an Associate of the Chartered Institute of Secretaries. David is not only a Financial Planner; he is also an experienced Trust and Estate Practitioner.

Specialisms include investment planning; portfolio management; pension planning including pension transfers and the new pension reforms; estate planning; taxation and trusts*; life and health protection.

 

 

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Joanne Mullen
Business Operations Director

Joanne joined the company in January 2014 in the capacity of Business Operations Director.

An experienced professional with a history of success across senior risk and regulatory roles, as a leader of managers, financial advisers, sales teams and affinity groups with global  companies such as Barclays Bank PLC,  Cigna, the Chartered Accountants Regulatory Body and latterly as a Senior Business Consultant with Paradigm Partners LLP.

Joanne has significant experience of operational management in highly regulated environments and a strong and demonstrated ability to provide and establish complex advice to financial services companies using detailed understanding of Financial Conduct Authority (FCA) regulatory requirements and culture.

Joanne has the ability to find solutions in a common sense manner, with innovative concepts and ideas, being able to deliver real results and value to the organisation.

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