- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Personal injury settlements
- Support for accountants
- Support for legal professionals
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Graham Spinks.
Graham is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. He started his career as a barrister and is a member of The Middle Temple. He moved into financial planning in 1990 and worked in private banking with Flemings and then Duncan Lawrie Limited.
In 1998 Graham set-up his own company linked to other financial planning firms, solicitors and accountants. After ten years he went to Jardine Lloyd Thompson, the international insurance and employee benefits company, advising clients on their investment portfolios and self-invested pensions. In 2011 Graham joined the Legal Brokerage and is based at our Shepperton office in Middlesex.
Graham specialises primarily in investment planning and holds the Investment Management Certificate. He also advises on inheritance tax planning and self-invested pensions.
Away from the office Graham enjoys music, travelling and is a keen historian.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst