Graham Wingar, Top 35 Next Generation Advisers 2017
Congratulations to Future Asset Management’s very own Graham Wingar as he makes the cut into The Top 35 Next Generation Advisers 2017.
His article on New Model Adviser read as follows:
Graham Wingar
Partner, Future Asset Management
Age 30
Seven years after joining Bridgend-based Future Asset Management primarily as a mortgage adviser, Graham Wingar, son of managing partner David Wingar, is now a partner at the firm. He now deals mostly with retirement and pension planning. Last year, he also achieved certified financial planner status.
Wingar sits on an investment committee at Future and is involved with fund selection, as well as cash flow planning and face-to-face advice for clients.
He has two young kids and a wife, all of whom he opted for as his ideal dinner guests over a celebrity. Well done Graham!
Top 2017 achievements
Over the past year Wingar has enjoyed recruiting and training a new paraplanner at the firm, as well as building report templates for the firm to use.
You can read the article on New Model Adviser here.
