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Graham Peters

DipPFS

Financial Planner

Get to know Graham

Graham brings almost four decades of experience across banking, mortgage broking and independent financial advice. For the past 26 years, he has worked as an independent financial planner, building particularly extensive knowledge of pensions and investments.

His earlier specialist work included self-invested personal pensions and commercial property. Today, much of his time is spent helping clients make sense of their pension arrangements and consider how their investments fit into their wider plans. Graham also holds the Diploma in Financial Planning.

Happiest outdoors, Graham enjoys running, skiing and playing golf, although, by his own admission, not always successfully. He enjoys swimming, music and live gigs and is also qualified as a swimming teacher and earned a ski instructor award in his younger years.

Professional Standing

All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).

Graham's SPS Certificate

You can click below to view Graham’s FCA Register Profile.

Graham's FCA Register Profile