David has worked in financial services since 1979 and specialises in advising his clients on pre & post retirement planning. He provides his clients with clear, straight forward, cost effective advice on investments, pensions and Inheritance Tax planning solutions.
David holds the Diploma in Financial Advice and the Certificate in Long Term Care Insurance.
Graham has worked in financial services for almost the whole of his working life. Having previously held a senior position in a regional building society, specialising in personal financial planning he established a financial planning business in Norwich in 1989. Graham has extensive knowledge of a wide range of areas of financial planning, but in particular specialises in later life issues surrounding investment, retirement and long term care.
Graham holds the Diploma in Financial Advice and the Certificate in Long Term Care Insurance.
On finishing his education Rob entered into financial services, where he obtained a wealth of experience across a broad spectrum. Since 1998 he has concentrated as being a financial advisor, where he specialises in pre and post retirement planning.
He prides himself in his ability to build up strong relationships with his clients as they position their funds to enjoy their retirement years.
He is a keen golfer and has been a member of a local golf club for over 25 years and he enjoys following most sports.
Rob holds the Diploma in Financial Advice.
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.