Graham Cleveland

	Graham has worked in the industry for more than twenty years.  He has ten years experience working for a National IFA which followed a grounding in Financial Services with two major Insurance companies. His particular focus is on the holistic side of financial planning, and in particular goal and estate planning.  Graham is a Christian, and is married with three children. He is actively involved in his church and community, and is also a keen sportsman.   Qualifications: Certified Financial Planner Licence (CFP) Certified Financial Planning Certificate 1, 2, and 3 AFPC - Advanced Financial Planning Certificate (CII) Dip PFS - Personal Finance Society Diploma (PFS) G10 - Taxation and Trusts (CII) G60 - Pensions (CII) H25 - Holistic Financial Planning (CII)
To quote from the Institute of Financial Planning's web site "Individuals certified by the IFP have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous Certified Financial Planner (CFP®) licence process that includes demanding education, examination, experience and ethical requirements. These standards are called "the four Es. Certified Financial Planner professionals must be AFPC qualified or equivalent and have three years minimum experience in financial planning prior to earning the right to use the Certified Financial Planner Licence marks." To learn more about being a Certified Financial Planner - click here. To contact Graham email Graham.Cleveland@twm.uk.com
If you would like a Trinity Wealth Management advisor to contact you then please click 'Contact Us'  below and complete the response form.        Trinity Wealth Management Limited, is an independent financial advisor, St Albans, and an appointed representative of Financial Professional Limited which is authorised and regulated by the Financial Services Authority.