about us our wealth planners graham brodie
Chartered Financial Planner
Advanced Diploma in Financial Advice (Adv DipFA)
Chartered Associate of LIBF
Graham began his career in Financial Planning after graduating from university in 2006. He earned Level 6 Chartered Financial Planner status in 2015 and his qualifications include BSc and AdvDipFA. Graham specialises in Retirement and Inheritance/Generational Planning.
"I now live in the countryside, near Stirling with my wife and three children. I enjoy all outdoor activities and sports and have been a member of the village cricket club for a number of years."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.