Graham Morgan

Senior Consultant @Cullen Wealth

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

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WORK HISTORY

Sep 2009 — Present

Senior Consultant @Cullen Wealth

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I look after the financial planning needs of around 100 private individuals.

EDUCATION

1998 — 2002

Leeds University

Business Administration and Management

SKILLS

PensionsWealth ManagementInheritance Tax PlanningStrategic Financial PlanningRetirement PlanningWealthInvestmentsRetirementProtectionInvestment AdvisoryEstate PlanningAsset AllocationFinancial AdvisoryIncome ProtectionInvestment StrategiesHigh Net Worth IndividualsFinancial PlannersSavingsFinancial PlanningPension Funds

ABOUT GRAHAM MORGAN

Chartered Financial Planner

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Graham Morgan — Senior Consultant at Cullen Wealth in Manchester, GB | Unifers