Graham Hubbard, CFP™ Chartered MCSI

Solla Later Life Adviser

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.

Professional Qualifications

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:-

SV1 – Savings and Investments F10 – Taxation and Trusts
G60 – Pensions K10 – Retirement Options
K20 – Pension Investment Options CF8 – Long Term Care Insurance
F30 – Corporate Investing AF5 – Financial Planning Process
ER1 – Equity Release F20 – Personal Investment Planning
FA2 – Pensions Administration  
 

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.

 


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