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Graham Spence Profile - NRG Member Directory

Graham Spence Wealth Management



What We Do: My company is a wealth management company which helps busy people look after their own finances. I provide a bespoke lifetime cashflow based service which enables busy professionals to plan for their future. This may be retirement, a dream holiday, a dream wedding or anything that they really want.
Business Sector: Financial Adviser
Expertise: Lifetime cashflow modelling which enables my clients to truly understand their own future. Reviewed on an annual basis this means a client can really take control of their own future.
Problems we solve: I focus on busy business owners who have the means and motivation to create their own financial plan, but do not have the time to think about themselves as they are too busy working!!!!

Our Clients

Stage of Business:

Growth

Geography:

West Midlands

Clients we work with: Busy, successful business owners with no time to look after their own financial future. I am working with a number of Solicitors and accountants as their personal adviser. I am also working with professional sports people who have their own unique life plans.

Contact Details

Position: Principle
Website: http://www.sjpp.co.uk/grahamspence/

Links

Links:

Chartered Insurance Institute

Group: Worcester
Member Since: 14-12-2011