Get to know Graham
Graham is a diploma-qualified financial planner and has been with Argentis for over ten years. During this time, he has seen the business grow and develop its services through a turbulent global economy.
He works with clients from a wide range of backgrounds and family circumstances, predominantly across the Hampshire area, as well as in London and Kent. Graham is passionate about helping clients enjoy their lives by developing financial plans that support their objectives. This includes creating investment strategies that are tax efficient, sustainable, and designed for the long term. By taking the time to understand his clients, he aims to make their long-term financial journey as comfortable as possible, ensuring they feel supported through both opportunities and challenges along the way.
Outside of work, Graham enjoys spending time with family and friends, playing golf, and watching sport. He is also part of the leadership team at his local church, and his faith provides many of his core values and strengths.
Tax planning advice is not regulated by the Financial Conduct Authority.
In the spotlight
What do you think best describes the types of clients you advise?
I advise a myriad of clients from all walks of life and in many different stages, clients with businesses aiming to build their wealth, retired clients looking to enjoy their new lifestyles, clients looking to pass wealth through the generations and therefore also their children.
What makes a great client-adviser relationship is:
Trust, understanding, and laughter.
What do you enjoy in your job?
I most of all enjoy listening to and enabling my clients to live in financial freedom and meet their objectives – that may be gifting their children, travelling the world, or feeling financially secure enough to retire!
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of London Institute of Banking & Finance
To be eligible to become a member of The London Institute of Banking & Finance you must: Hold or be currently studying a LIBF qualification at Level 3 or above such as CeMAP, CDCS, or DipFA or hold an equivalent qualification from another provider, and agree to abide by our Code of Ethics.
