Graham Hubbard, CFP™ Chartered MCSI
Graham has over 30 years in the pension and investment industry, having worked for Sun Life, AEGON and Standard Life, before becoming an independent financial planner.
Graham is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the leading professional body for advisers.
These qualifications result from successfully passing the following examinations:-
Graham is CFP™ licenced and a Chartered Wealth Manager awarded by the Chartered Institute of Securities and Investment (CISI).
He also holds a Certificate in Pensions Automatic Enrolment from the Pensions Management Institute.
Graham is an Affiliate of the Society of Trust and Estate Practitioners (STEP) having passed the STEP Certificate for Financial Services (Trusts & Estate Planning) in June 2017.