Graham provides a completely independent financial advice service, often but not exclusively dealing with matters of:
financial protection, including life assurance, income replacement, and critical illness cover
investments and savings of all kinds, whether orientated towards income, capital growth, or both, long term care funding, inheritance tax planning;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
Graham’s clients are in Devon, Cornwall, and throughout the South of England as far east as London.He has a broad and deep knowledge of financial services and started his career in Natwest Bank in 1984 moving to NFU Mutual and then joining Tom French & Associates in 2013.Graham holds the following
Chartered Financial Planner via Personal Finance Society
Chartered via The London Institute of Banking and Finance
BSc (hons) Financial Services from The London Institute of Banking and Finance (2.1) obtained 2001.
Advanced Diploma in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Financial Planning and Lifetime Mortgage Activities
Certificate in Financial Planning and Long Term Care Insurance
Certificate in Life and Pensions
Award in Long Term Care Insurance
R08 Pension Update
Level 4 award in Pension Update
You can contact Graham Westhall on 01752 349267 or 07971 620221 or complete our enquiry form.
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