Graham is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the leading professional body for advisers. Fellowship of the Personal Finance Society is regarded as a premier qualification within the financial services profession.

Graham is also a Certified Financial Planner professional CFP™, a Chartered Fellow (Financial Planning) and Chartered Wealth Manager. These designations have been awarded by the Chartered Institute of Securities and Investment (CISI).

The CFP™ certification, considered as a standard of excellence in financial planning, is an internationally recognised licence overseen by the Financial Planning Standards Board Ltd. It demonstrates a commitment to professionalism, competence, ethics and professional practice standards to providing comprehensive financial planning services.

Graham is also an Affiliate of the Society of Trust & Estate Practitioners (STEP) having obtained the STEP Certificate for Financial Services (Trusts & Estate Planning).

In addition, Graham also holds a Certificate in Pensions Automatic Enrolment from the Pensions Management Institute and CISI Certification in Pension Transfers and Planning Advice. This qualification is FCA approved for Pension Transfer Specialist standards (Activity 11).