Punter Southall Financial Management
+44 (0)20 3327 5535
Born and raised in Essex, Graham made an early commitment to financial services when he started work with a Bank after leaving University. PSFM is where he developed his career, having originally joined the business as a Client Service Administrator in 2004. As he progressed through studies and professional qualifications, he was promoted to Paraplanner, then Senior Paraplanner. In September 2015 he qualified and registered as a Financial Planner.
Graham has achieved the Diploma in Financial Planning and is a fully qualified Financial Planner. He advises in all aspects of financial planning, including retirement and pension planning, wealth management, investment management, family protection and estate planning.
Away from work, Graham enjoys spending quality time with his young son and daughter, and also has a keen interest in most sports, especially football.