Welcome to Poole Graham Wealth Consultancy Ltd
Financial planning is about more than building wealth. It's about helping families achieve the life they want to live and creating a lasting legacy for future generations. I work closely with my clients to understand their goals, aspirations and priorities, helping them make informed financial decisions that transform those ambitions into reality.
Important notice - Global Microsoft outage update
Microsoft have reported that a major global outage has caused problems, or in some cases disabled entire services, including emails.
This is affecting emails across our business, so please be aware that an email sent to us may not reach us as intended.
If your email is urgent, please contact us by telephone.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Testimonials
Addresses
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SJP Approved 14/10/2026
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
