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Graham Burnett

Chartered Financial Planner

Graham Burnett

Aberdeen Office, Fraserburgh Office, Inverurie Office,
T: 07905 343 722
E: graham.burnett@jcwealth.co.uk
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In addition to being a Chartered Financial Planner, Graham is an Associate of the Personal Finance Society. He advises in all areas of financial planning including pre and post retirement planning, protection solutions (both individual and corporate), and wealth management. He works very closely with other specialists in preparing solutions for retirement and  to minimise Inheritance Tax.

Sector Experience

  • Financial Services
  • Wealth Management
  • Inheritance Tax Mitigation
  • Pre and Post Retirement Planning
  • Personal and Business Protection

Expertise

Qualifications

  • APFS
  • Chartered Financial Planner

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