Our partners

Graham Waterworth, Senior Partner

The majority of Graham's experience has been gained whilst working as an IFA within well known accountancy and legal practices. Graham has long been a proponent of true financial planning aligned with clients' overall objectives in life as opposed to transactional, sales driven relationships.

Graham's clients are predominantly business owners and directors, professionals involved in the legal and medical fields and individuals aged 45 - 65 who want to implement a strategy for a secure retirement. He also advises those who have already retired and want to continue enjoying retirement whilst planning to financially assist their families.

Graham is amongst the most highly qualified financial services professionals in the UK, having achieved Chartered Financial Planner status, BS ISO22222:2005 and Certified Financial Planner^CM certifications. He is a Fellow of the Pensions Management Institute. Graham is also an examiner for the Institute of Financial Planning, assessing CFP^CM case studies, and has been an examiner for the Chartered Insurance Institute.

Graham has a broad range of knowledge and experience which includes specialist areas such as divorce, pension transfers, investment planning, trust planning and estate planning.