James Graham

Wealth Planner

Diploma in Regulated Financial Planning (DipPFS)

CF8 - Long Term Care

James has over a decade of experience in financial services, beginning his career at Nationwide Building Society, working in a variety of roles including Senior Branch Manager. He took the opportunity to provide Financial Planning advice to clients from all over the world when working in Geneva, largely working with members of the UN community; before being based in Barcelona helping Expat clients across Europe.

Having returned to the UK, James has been working with his clients to create long term financial plans to help achieve their goals and objectives. He has built a trusted relationship both his clients and his professional network in the East Anglia region.

I am incredibly lucky to have worked with and learned from people all over the world. They have taught me that true wealth is the combination of money, time, health and relationships. It is this reason that I get excited about collaborating with clients to help them achieve their long term goals, to give them the future they have worked hard for.

I use my spare time to travel and explore new cultures and experiences with my fiancée, and try to keep fit running with the dog, hiking/trekking, and playing football and golf.

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