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Independent financial planning and advice

Andrew Graham Wealth Management

Andrew is a regulated independent financial adviser with over 25 years of industry and financial advice experience. He has worked with some of the best-known and established names in the financial services industry including AVIVA, Lloyds Bank and Quilter.

Originally, part of the Bennison Brown group of companies Andrew took over the financial advice business in 2021 when the firm was rebranded and is now the firm director and adviser.

This is a family business, with his wife Lynn supporting with administration.

Andrew Graham Wealth Management is part of a national network of financial adviser firms, 2plan wealth management, who provide ongoing technical support, training and compliance guidance.

Andrew has an Honours Science degree and studied in the City of London. He is a member of the London Institute of Banking and Finance and is regulated by the Financial Conduct Authority to provide independent financial advice.

In his spare time, Andrew likes to watch sport, listen to and play music, walking and is part of a local church community and a board member of the local secondary school Academy.

Independent financial planning and advice

Andrew Graham Wealth Management

Andrew is a regulated independent financial adviser with over 25 years of industry and financial advice experience. He has worked with some of the best-known and established names in the financial services industry including AVIVA, Lloyds Bank and Quilter.

Originally, part of the Bennison Brown group of companies Andrew took over the financial advice business in 2021 when the firm was rebranded and is now the firm director and adviser.

This is a family business, with his wife Lynn supporting with administration.

Andrew Graham Wealth Management is part of a national network of financial adviser firms, 2plan wealth management, who provide ongoing technical support, training and compliance guidance.

Andrew has an Honours Science degree and studied in the City of London. He is a member of the London Institute of Banking and Finance and is regulated by the Financial Conduct Authority to provide independent financial advice.

In his spare time, Andrew likes to watch sport, listen to and play music, walking and is part of a local church community and a board member of the local secondary school Academy.

Protection

What would be the consequence of losing your income due to long-term sickness, suffering a critical illness or your untimely death?

Savings & Investments

What will you need money for in the future? For that special holiday or home move, or to fund your children’s education or university fees, you might need to sacrifice some of your income or savings that you have today for your future financial objectives.

Retirement Planning

Retirement may or may not seem to be a long time away. If you want to be able to do things you dream of, that maybe a hectic work life has prevented you from doing, such as travelling, exploring hobbies, or serving your community, you need to plan as soon as you can.

Inheritance Tax

You have worked hard for many years, made provision, invested wisely, and after many years of increasing asset values, particularly in the value of your home, you, like many people, find yourself caught in the inheritance tax trap.

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.

Independent Financial Advice

How we work together

Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your goals and objectives.

Working together we will go through a process of understanding your needs and objectives designing a plan aligned for your aspirations and goals.

Independent financial planning and advice

Meet the team

andrew graham

Director

andrew graham
Lynn Graham

Administration and Client Support

Lynn Graham

Independent financial planning and advice

Meet the team

andrew graham

Director

andrew graham
Lynn Graham

Administration Support

Lynn Graham

I particularly want to give my praise to Andrew for the efficient work he continues to carry out on my behalf. I have been dealing with Andrew for the last 4 years and found him to be professional in every capacity compared to my previous financial adviser. Long may it last.” Dudley and Rose Simpson, Hertfordshire January 2025.