Graeme Wake Email & Phone Number

North East England And Yorkshire

• I believe great independent financial advice is the foundation of building a secure financial future for my clients. Drawing on 35 years experience in financial planning, investment management and tax I help.
• Supporting clinical negligence and personal injury claimants, their legal teams and deputies along the course to investing Court Awards and Settlements to provide for the claimant's long term financial security.
• Establishing clear plans for a prosperous retirement and helping you commit to them.
• Building capital to generate income and cash flow in retirement to meet your lifestyle.
• Helping business owners realise the value of their ownership, both over the years and when they come to implementing their exit strategy.
• Generational planning geared to affluent families preserving and passing their wealth down to future generations.Knowing how to take advantage of the financial opportunities available to you is key to taking care of.

North East, England

Working within a large regional Independent Financial Advice and Chartered Accountancy Practice I manage portfolios for ultra-high and high net worth individuals, trustees, deputies, businesses and their owner/managers. I specialise in providing tax-efficient wealth management solutions on high value and complex cases such as investment portfolio.

North East England

Provided independent financial advice and wealth management consultancy to Hospital Doctors, Surgeons, GPs, Dentists and other professionals.

Newcastle Upon Tyne, United Kingdom

Focused on providing pension planning and retirement income options together with investment portfolio management to an existing clientele of private and corporate clients.

Oxford, United Kingdom

Provided specialist independent financial advice specifically tailored to people funding their own long term care.

Newcastle Upon Tyne, United Kingdom

Independent Financial Advice for members of the British Medical/Dental Association (Hospital Doctors, Surgeons, GPs and Dentists)

Newcastle Upon Tyne, United Kingdom

Working within the branch net work I provided independent financial advice to the building society's highest value and complex clients on all aspects of personal and corporate financial planning.

Swindon, United Kingdom

Providing technical support to the company's direct advice distribution channel on taxation, investments, retirement planning, and protection. Specialist in investment and unit-linked investment products.