Graham Westhall

Graham Westhall Email and Phone Number

Independent Chartered Financial Planner at Tom French & Associates @ Tom French & Associates
devon, devon, united kingdom
Graham Westhall's Location
Greater Plymouth Area, United Kingdom
Graham Westhall's Contact Details

Graham Westhall work email

Graham Westhall personal email

n/a
About Graham Westhall

I really enjoy helping my clients with their financial planning, whether this is protecting their family, buying a home, planning for retirement or growing their savings. Clients with whom I work value my independence, friendly approach and ability to explain financial matters in plain English.All new clients are offered a free initial meeting so that they can decide whether to entrust their finances to me and for me to be able to identify if and where I can add value for them.All instructions are carried out on an agreed fee basis without hidden cost with the option of ongoing reviews and service where appropriate.

Graham Westhall's Current Company Details
Tom French & Associates

Tom French & Associates

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Independent Chartered Financial Planner at Tom French & Associates
devon, devon, united kingdom
Website:
tfagroup.co.uk
Employees:
26
Graham Westhall Work Experience Details
  • Tom French & Associates
    Independent Chartered Financial Planner
    Tom French & Associates Dec 2013 - Present
    Plympton, Plymouth
    I am an independent financial adviser holding Chartered status with both the IFS School of Finance and Personal Finance Society. I am qualified to offer advice in most areas of finance including life assurance, income replacement, mortgages, investments, equity release, long term care funding, pensions and inheritance tax planning. Working with Tom French & Associates provides me with access to industry leading research tools, enabling identify the me to identify the most appropriate solutions for my clients needs from the whole of the market and provides a welcoming and friendly office for meetings (tea and coffee provided!).
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Graham Westhall Skills

Inheritance Tax Planning Pensions Investments Income Protection Financial Services Retirement Strategic Financial Planning Savings Wealth Management Mortgage Lending Retirement Planning Protection Finance Financial Advisory Financial Planning Equity Release Wealth Life Insurance Holistic Financial Planning Fixed Annuities Insurance Financial Advice High Net Worth Individuals Personal Finance Trusts Estate Planning Critical Illness Investment Advisory Funding Investment Strategies Sipp Mutual Funds Personal Pensions Personal Financial Planning Financial Risk Portfolio Management Securities Wealth Management Services Fsa Term Life Insurance Private Banking Financial Planners Asset Management Relationship Management Independent Financial Advice Unit Trusts Long Term Care Long Term Care Insurance

Graham Westhall Education Details

Frequently Asked Questions about Graham Westhall

What company does Graham Westhall work for?

Graham Westhall works for Tom French & Associates

What is Graham Westhall's role at the current company?

Graham Westhall's current role is Independent Chartered Financial Planner at Tom French & Associates.

What is Graham Westhall's email address?

Graham Westhall's email address is gr****@****all.biz

What schools did Graham Westhall attend?

Graham Westhall attended Umist, Southway Comprehensive School.

What are some of Graham Westhall's interests?

Graham Westhall has interest in Gardening And Travel, Health.

What skills is Graham Westhall known for?

Graham Westhall has skills like Inheritance Tax Planning, Pensions, Investments, Income Protection, Financial Services, Retirement, Strategic Financial Planning, Savings, Wealth Management, Mortgage Lending, Retirement Planning, Protection.

Who are Graham Westhall's colleagues?

Graham Westhall's colleagues are Chris Glazier, Andy Moir, Ron Connor, Paul Grey Fpfs Cert Cii (Mp And Er), Maya Orme-Lynch, Kelli Neal, Theresa Atal.

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