Andrew Graham

DipFA Financial Planning Consultant
Cockermouth Cumbria

Andrew has 25 years’ experience as a Financial Adviser. He is Diploma qualified and passionate about helping people achieve their financial goals and objectives as well as, importantly, making sure that protection is in place should anything unforeseen happen. 

Advice is provided on all aspects of financial planning at both personal and corporate levels. Andrew will guide you through the financial planning process offering solutions tailored to your specific needs.

 

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared

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