Widely regarded as one of the most influential advisers in the industry, Graeme was one of the first financial specialists in Tayside to be awarded Chartered Financial Planner status by the Chartered Insurance Institute, and since 1998, has played a key role in our Financial Planning team. With over 30 years’ experience, Graeme holds an Advanced Financial Planning Certificate and a Securities Institute Diploma, is an Associate of the Personal Finance Society and also a Fellow of the Securities and Investment Institute. Graeme advises both individuals and businesses on investment, retirement planning, pensions, protection products and Inheritance Tax planning matters. Graeme is a well recognised and respected financial adviser in our community and always takes the time to truly understand what matters to his clients
Something you didn’t know about Graeme:
Graeme dreams of getting back to single figure golf handicap.
Quote: “We don’t stop playing because we grow old, we grow old because we stop playing.”