Our Team

Graeme has worked in Financial Services since 2004 and as a Financial Adviser since 2008. Working initially at Lloyds Banking Group before joining Wesleyan Financial Services in 2013 where he specialised in advising Teachers, gaining expert knowledge of the Teachers' Pension Scheme. He also provided financial planning advice to a range of other professional clients. In March 2019 he joined Vale, he believes it is in the best interest of his clients and himself, as an adviser, that he works as an Independent Financial Adviser to ensure clients receive independent, comprehensive and holistic advice. Graeme firmly believes that providing an ongoing advisory service to his clients is equally important as the initial advice he gives, with regular review meetings and contact. He is experienced in helping professional clients with financial planning and provides advice in many areas including pensions, savings and investments, Inheritance Tax Planning and protection. He provides guidance at key points in a client’s career and helps them with retirement planning. Graeme also provides advice to former adviser Red Evans clients, he worked alongside Red and got to know his clients for over two years, prior to Red’s retirement in July 2021. He is married and lives locally with his wife and daughter. Graeme enjoys walking with friends and family, particularly in the Lake District. Outside of the office, his other interests include travelling, live music and sport.