Business Butler | Graham Wingar
Graham Wingar
Financial Expert
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Graham is an experienced Certified Financial Planner and Chartered Wealth Manager specialising in retirement and pension planning and is a Long Term Care Advisor. Graham was awarded the prestigious Certified Financial Planning Professional of the Year 2018.
Graham Wingar
Financial Expert

Face to Face

Video

Phone

Email
Graham is an experienced Certified Financial Planner and Chartered Wealth Manager specialising in retirement and pension planning and is a Long Term Care Advisor. Graham was awarded the prestigious Certified Financial Planning Professional of the Year 2018.

Biography

As a Certified Financial Planner, Graham Wingar ensures you create and achieve the financial goals that will provide you with the lifestyle you want. Graham joined Future Asset Management LLP in April 2010, primarily as a Mortgage Adviser. In 2011, he achieved his Diploma in Financial Services to become a financial adviser, also qualifying in Long Term Care advice. In 2016, Graham achieved Certified Financial Planner status followed by the Chartered Wealth Manager Status. Graham showcases great enthusiasm and input into the business and relishes achieving good results. He was awarded CISI Financial Planning Professional of the year for 2018 after a rigorous process of case studies and interviews by the professional body. He is now also an assessor with the CISI for the Certified Financial Planner certification.

Testimonial

Future Asset Management since its conception has been the sole provider for all my companies requirements “ Response Engineering Solutions” they have taken care of a range of tasks including Business Development, Protecting the business` key employees and annual financial reviews for the business and key staff. The team in Waterton feel like part of our own team and over the years have become friends as well as first class providers of service”. I want to express my huge thanks and appreciation for the tremendous results you and your team have achieved for us. The exceptional and incisive advice that you offered, followed by a faultless implementation and transaction have provided us with the significant breathing space needed in which we can develop and secure our own future. I sincerely believe our journey would have been easier had we engaged you much earlier. Thank you very much.” Jonathan Cope – Director, Whitelye Consulting Ltd