- Chartered Financial Planner
- Investment Management Certificate
Graeme has more than 25 years’ experience in the financial services profession. Having previously managed teams of financial advisers for a well-known bank, he became a founder and director of a financial advice firm for more than 10 years.
He founded Poise Financial Planning in 2021, through which he provides specialist wealth accumulation, retirement planning and estate planning services to clients from all walks of life across the UK.
Graeme’s expertise sees him deliver pre-retirement courses to NHS employees, holding educational seminars. He also works as a tutor and lecturer for Edinburgh University Law School.
When not at work, Graeme enjoys spending time with his family, appreciating good food and music and getting some fresh air on a walk. He’s also partial to a bit of football!
- Spending time with friends and family
- Dining out
- Brussels sprouts
- Poor service
- Wind and rain – in combination
- Waiting at airports
- Small parking spaces
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