about us our wealth planners shonna graham
Certified Wealth Planner
Diploma in Financial Planning (DipPFS)
Shonna is a Wealth Planner based in Glasgow. Having worked in Financial Services for almost 20 years she joined Succession in January 2018. Shonna has spent her career helping clients work towards their investment goals and plan for their retirement.
"My spare time is spent reading, shopping and travelling abroad. I also enjoy eating out and therefore my exercise regime includes a morning run and classes at the local gym."
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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.
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