Meet... Graham Hubbard

Posted on Mar 14, 2019

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Graham Hubbard joined The Goodman Partnership as an adviser in 2016 and provides advice in the areas of wealth management and retirement planning, both pre- and post-retirement. 

“My role involves working with individuals, families and trustees putting in place co-ordinated financial plans which are designed around them to help achieve their financial goals – whether that’s income in retirement, building capital or achieving long-term capital growth,” he explains.

Graham has over 25 years’ experience in the pension and investment industry, having worked for Sun Life, AEGON and Standard Life, before becoming an independent financial planner.

“I spent a large part of my career in sales distribution for large product providers and dealt with The Goodman Partnership over those years,” says Graham. “I also worked with Andy Kirk [his colleague at The Goodman Partnership] when we were both with Standard Life. This meant that the decision to join The Goodman Partnership from my point of view was fairly easy and I haven’t looked back since.”

He continues: “Since joining I’ve witnessed first-hand the firm’s culture – with the client always being put first. We are in a results business and I enjoy taking the time to understand what is important to my clients and what they would like to achieve from working together. I also believe that our clients are more confident about their financial futures after working with us”.

In line with his colleagues, Graham has a range of professional qualifications. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the leading professional body for advisers.

“Our accreditations give clients confidence that, as a firm, we are up-to-date with what’s happening in the market,” Graham says. “It also shows that we abide to a code of ethics and that’s just as important. Our Corporate Financial Planners status is key and the fact that we are independent means our clients have access to advice from the whole market.”

After leaving college, Graham initially worked in commercial banking.

“My Father was a broker and he encouraged me to think about broker consultancy as a career, so I joined a broker training programme,” he explains. 

Asked if he enjoyed maths at school, Graham says that so much of the work he does is less about figures on a page and more about relationships. 

“I enjoy building relationships with clients, getting to know them and finding out what their goals are,” he explains. “It’s about building trust.”

Graham lives in Tunbridge Wells, so enjoys the ‘shortest commute of his career’ having previously travelled to work in London, Epsom and Guildford. 

In his spare time, Graham likes to challenge himself by competing in mid-distance triathlons and usually completes four or five over the season. He belongs to the Tunbridge Wells Triathlon Club and enjoys the ‘competition and community spirit’ that the club offers him. 

“Triathlons are one of the most inclusive sporting disciplines you can take part in, and anyone new to the sport can get involved straightaway,” Graham explains. “My strongest discipline of the three is swimming; and I always look forward to the beginning of the Tri season when the lakes open to open water swimming.”

 

 


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.