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Graham Burnett

Chartered Financial Planner

Aberdeen Office, Inverurie Office,
E: graham.burnett@jcwealth.co.uk
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Graham is a Chartered Financial Planner based in our Aberdeen office and is also Head of Training & Competence for our Wealth team. He joined us in 2003 and has been in the financial sector since 1986.

Graham provides financial planning solutions to both individual and corporate clients. He works very closely with other professionals and specialists which helps him provide in-depth advice on developing and implementing suitable planning strategies to meet client's objectives, giving them peace of mind.

Graham is also an Associate of the Personal Finance Society.

Specialisms

• Savings and investments
• Wealth management
• Inheritance tax mitigation and estate planning
• Personal and business protection solutions
• Pre and post retirement planning
• Esoteric investments