Graeme

Graeme is the technical brain of Start FP. He has a detailed understanding of the impact financial rules and regulations have on our clients. Graeme also tracks legislation changes to ensure our financial advice is current and comprehensive.

In important meetings, where the client has given their permission, I sometimes invite Graeme to sit in. This allows me to devote all of my focus to the conversation and helps me get to the heart of a client’s concerns and objectives.

Graeme is a brilliant sounding board when deciding the best course of action to propose. I value his integrity, knowledge and skill. It is my hope that Graeme will progress from being a paraplanner to a financial adviser in his own right. I would have no hesitation entrusting my own financial affairs to him.

Outside work:

Like Steve, I have been a Sheffield Wednesday fan for over 30 years: I started selling programmes at matches when I was 9! My two children have, so far, managed to avoid the affliction.

My partner, Nicky, and I are active runners,
Tough Mudders and climbers.

Credentials

  • Over 15 years’ experience in the financial sector including final salary pensions and financial planning
  • First worked with Steve and Rachael in January 2013
  • Completing a Diploma in Regulated Financial Planning in October 2018