Graham Cleveland IFA – Certified Financial Planner, Director and Co-founder

graham cleveland financial advisor certified financial plannerGraham, who has been working in the finance industry for more than twenty-eight years, is one of the few people in the UK to hold the prestigious Certified Financial Planner’s Licence (CFP). This is the professional qualification of the Institute of Financial Planning which confirms that the practitioner is able to apply financial planning in an integrated format. It is still rare among independent financial advisors.

His expertise is to offer an integrated holistic approach when reviewing his client’s finances, lifestyle, goals and dreams. These are principles that he applies to both personal and business finances.

Graham offers his clients a wealth of experience and knowledge. His career experience includes working for a national independent financial adviser, as well as in financial services and with two major insurance companies.

He is married with three children. A keen sportsman, he is also involved in his community and church, and is a board member for the Association of Christian Financial Advisers.

He is an accomplished speaker either alone or with his co-director, Jon Cobb, through their charitable trust,

Qualifications:

  • Certified Financial Planner Licence (CFP)
  • Certified Financial Planning Certificate 1, 2, and 3
  • AFPC - Advanced Financial Planning Certificate (CII)
  • G10 - Taxation and Trusts (CII)
  • G60 - Pensions (CII)
  • H25 - Holistic Financial Planning (CII)

To contact Graham email Graham.Cleveland@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com