Trevor N. Graham
DipPFS Certs CII(MP & ER)
Trevor Graham is the founder and Director of the Practice. Trevor has over 20 years experience in dealing with private and corporate clients, and has worked for some of the UK's largest financial institutions. Trevor is pleased to be able to offer personal, inter-generational and corporate advice in all areas of financial planning and often works with other professionals to ensure a bespoke and tailored approach to meet the needs of his clients.
About
I believe that financial planning with each of my clients is much more in depth than simply making the right investment decisions and where appropriate organising the appropriate insurance and retirement plans – it is my understanding of my clients’ personal circumstances and then keeping them informed with what is happening within the markets and the underlying issues that would affect their financial health and well-being.
This will ensure that together, we can make the correct decisions now and protect things for future generations. The most important part of the process is the regular review service that we are able to offer to our clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
