Graham oversees the day-to-day running of the Perspective office to ensure that our high standards of service are met and adhered to. Graham works closely with all advisers at Perspective Wealth Management to make certain that they have the resources and support required to service our clients in a more than satisfactory manner.
Perspective Wealth Management works hard to ensure that work is undertaken in a manner which complies with their guidelines and regulations of Financial Conduct Authority. Graham oversees the compliance procedure at Perspective Wealth Management and is the primary point of contact in the uncommon event that a client wishes to complain about the service or advice received from a Perspective Wealth Management adviser.
Graham has over 20 years knowledge and experience working with companies to help them with their day to day responsibilities and processes, and to ensure the smooth implementation of any changes and running of their employee benefits.
Graham is a specialist with the new Workplace Pensions legislation, and has completed the Certificate in Pensions Automatic Enrolment with the Pensions Management Institute.