Charlotte Coronil-Graham
BA (Hons) APFS, Chartered Financial Planner
As a Chartered Financial Planner I take pride in advising clients honestly and openly.
About
I decided to become a Financial Planner having seen both the positive and negative effects of financial advice on family and friends. Good, trusted financial advice can change a family’s lives for generations and I feel that it is important that everyone has access to someone they know and trust to help them achieve this.
I also believe that it is necessary to review your plans on a regular basis. Over time your circumstances can change along with government policy, market conditions and a number of other factors which could affect your original arrangements. Therefore your relationship with me starts, rather than ends, at the point you decide to become a client. It gives me great satisfaction to meet with my clients regularly and see their progress towards achieving their objectives.
Quite simply my purpose is to make you and your family’s lives better now and in the future.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
