Graham Brodie – GlasgowBSc DipFA AwPETR MIFS
Graham began his career in Financial Planning after graduating from University in 2006. Four years later, he became one of Scotland’s youngest Level 4 Financial Planners at the age of 26. He now lives near Stirling and is married with three young children.
He earned Level 6 Chartered Financial Planner status in 2015 and his qualifications include BSc, AdvDipFA, CeMAP and AwPETR.
Graham works with clients to cover all aspects of retirement planning, tax planning and wealth management. In doing so he is helping individuals and their families plan for long-term financial security