Graham Paul

Wealth Management Adviser

Liverpool

Experience

I am a Diploma qualified Financial Advisor, with over 16 years of experience in Financial Services, and I have now started working towards my Chartered qualification.

I have gained a wealth of experience working for Banks, Building Societies and Wealth Management firms. Most recently, I have worked predominantly with pensions, both in accumulation and drawdown.

I’m a good listener and always interested to learn about my clients’ lives and their goals. I also like the technical detail involved in creating financial plans.

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