Graham Crossley

Director @Medifintech

Cheltenham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2019 — Present

Director @Medifintech

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NHS Pension geek turned tech support for financial advisers, medical accountants and all organisations that deal with NHS Pensions. We have now launched a direct to member service, which can be accessed here https://forms.office.com/r/RbGL43ut41 We provide bespoke, white labelled, pension reports that help members understand their benefits at their chosen retirement date, along with the annual allowance and lifetime allowance consequences along the way. We\'re able to model any…

SKILLS

Investment AdvisoryFinancial RiskRetirement PlanningPartnershipsFinancial AnalysisBankingSuccession PlanningWealth ManagementPensionsAgile & Waterfall MethodologiesFinancial ReportingWealth Preservation PlanningSavingsFinanceMortgage LendingFinancial ServicesFinancial PlanningInsuranceData AnalysisEstate PlanningIncome ProtectionRules EnginesInheritance Tax PlanningWealth Accumulation StrategiesCrmRelationship ManagementStatistical ModelingBusiness AnalysisCertified Mortgage PlanningPortfolio ManagementPension SchemesStrategic Financial PlanningFinancial AdvisoryCritical IllnessTaxInvestmentsMicrosoft ExcelWealthVbaRetirement

ABOUT GRAHAM CROSSLEY

Graham is a widely acknowledged industry expert on NHS pensions. He is a regular…

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Graham Crossley — Director at Medifintech in Cheltenham, GB | Unifers