Tim Graham

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.

I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Cognisant that these needs and objectives are ever-developing throughout our clients' lifetimes, we maintain a frequent dialogue to ensure any alterations to the strategy can be made as individual circumstances and the world we live in evolves. The focus for each client, whether that be affluent families, trusts or corporates, is to construct the most suitable investment portfolios for their own unique situation, alongside ensuring their assets are held within the most relevant and tax efficient structures.