Highly motivated level 4 qualified accomplished adviser started 1993 in direct sales force with prudential and since then have advised across all areas of investment, pensions and protection including wealth management and Estate planning. I know with the industry has been through major changes however I believe giving the best advice has always been the most important part of my role and that has not changed. I have consistently over achieved in all areas and targets set as well as qualifying for quarterly and annual kudos events with Aviva and Bank of Scotland every year of employment. I was part of the millionaires club with Bank of Scotland which consisted of top 15-20 advisers in the UK and Northern Ireland. During my time with Santander i also achieved and surpassed targets set. I am now working within a Partner Practice of St. James's Place Wealth Management as an adviser within Ken Binnie Financial Ltd and I am currently not looking for opportunities to move.
Ken Binnie Financial Ltd St. James'S Place Wealth Management
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Financial AdvisorKen Binnie Financial Ltd St. James'S Place Wealth Management Jan 2014 - PresentI am currently an adviser working with Ken Binnie Financial Ltd which is a Partner Practice of St. James's Place. I provide a wealth management service to private clients and business owners specialising in Investment and Pension Planning, Inheritance Tax Planning and Protection. I aim to provide a friendly, trustworthy and caring service to all my clients and it's always been my philosophy to build and maintain strong relationships with my clients and provide peace of mind regarding their… Show more I am currently an adviser working with Ken Binnie Financial Ltd which is a Partner Practice of St. James's Place. I provide a wealth management service to private clients and business owners specialising in Investment and Pension Planning, Inheritance Tax Planning and Protection. I aim to provide a friendly, trustworthy and caring service to all my clients and it's always been my philosophy to build and maintain strong relationships with my clients and provide peace of mind regarding their financial affairs now and in the future. I rely on these clients recommending me to family and friends to build my business and offer them the benefits of the service I provide to my existing clients. I have been in the industry for 20 years and if there is anyone who would like further information on what I can offer then please do not hesitate to contact me. The Partner/ Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)The ‘St. James’s Place Partnership’ and the titles. ‘ Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Show less
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Client Relashionship ManagerBanco Santander Apr 2010 - Jul 2013Advising face to face in branch network across investments, wealth management, protection and pensions
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Personal Financial AdviserBank Of Scotland Apr 2004 - Mar 2010
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Financial AdviserAviva 2001 - 2004
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Financial AdviserPrudential 1993 - 2001
Maureen Graham Skills
Frequently Asked Questions about Maureen Graham
What company does Maureen Graham work for?
Maureen Graham works for Ken Binnie Financial Ltd St. James's Place Wealth Management
What is Maureen Graham's role at the current company?
Maureen Graham's current role is Financial Adviser at Ken Binnie Financial Ltd.
What skills is Maureen Graham known for?
Maureen Graham has skills like Wealth Management, Investments, Relationship Management, Portfolio Management, Financial Services, Banking, Structured Products, Investment Advisory, Insurance, Retirement Planning, Financial Advisory, Fixed Income.
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