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 individuals, businesses, trustees and deputies to manage their wealth and responsibilities in a way that reflects their specific needs and circumstances. As no one client is the same, I take time to understand your individual circumstances and future aspirations. Taking time… Show more 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 individuals, businesses, trustees and deputies to manage their wealth and responsibilities in a way that reflects their specific needs and circumstances. As no one client is the same, I take time to understand your individual circumstances and future aspirations. Taking time to get to know each other builds trust. When I fully understand your objectives I work with you to define a co-ordinated financial plan to achieve your goals. Long term relationships are core to successful wealth management as ongoing regular and comprehensive reviews of your finances will keep your plan on course to realising your goals. My typical client has trusted me with managing their financial affairs for 20 years or more.I specialise in meeting the needs of those who have significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most and importantly, who know the value of financial advice. My expertise includes: • 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 all your financial needs, making high level financial advice essential. Show less

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 management, pre and post retirement planning, inheritance tax mitigation and providing support to clinical negligence and personal injury… Show more 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 management, pre and post retirement planning, inheritance tax mitigation and providing support to clinical negligence and personal injury claimants, their legal teams and deputies on the journey to investing court awards and settlements.For those who own and manage businesses, my advice extends seamlessly from their personal finances to their business interests providing expertise on the best approach to realising the value of their ownership, both over the years and when they come to implementing an exist strategy into retirement. Aligned with the business interests are those of the employees, so I also provide advice on group benefits - ranging from pensions, life assurance and healthcare plans. Show less

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.