Graham Wingar CFPTM Chartered MCSI



T: 01656 652199


  • Certified Financial Planner
  • Chartered MCSI
  • Chartered Wealth Manager
  • Pension Transfer Specialist
  • CII Diploma in Regulated Financial Planning
  • CISI Level 6 Diploma in Financial Planning
  • Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Certificate in Long Term Care Insurance

About Graham

Graham was  awarded CISI Financial Planning Professional of the year for 2018 after a rigorous process of case studies and interviews by the professional body.

Graham joined the company in April 2010, primarily as a Mortgage Adviser. In 2011, he achieved his Diploma in Financial Services to become a financial adviser, also qualifying in Long Term Care advice.

In 2016, Graham achieved Certified Financial Planner status followed by the Chartered Wealth Manager Status. In his capacity as partner, he has already shown great enthusiasm and input into the business and relishes achieving good results. Graham predominantly deals with retirement and pension planning on behalf of individuals.