Graeme Wolfe Dipfa

Graeme Wolfe DipFA is an experienced financial professional with a career spanning over two decades in various advisory roles. Currently serving as a Private Client Advisor at Origen Financial Services since January 2019, Graeme has a robust background, having held positions such as Partner at Financial Themes, Premier Relationship Manager at HSBC Retail Banking and Wealth Management, and Wealth Partner at True Potential Wealth Management LLP. Early in the career, Graeme worked as a Senior Financial Adviser at Halifax and as a Financial Adviser at Barclays Bank PLC, where expertise was developed in investment strategies, wealth management, and client relationship building. Graeme also has experience in estate planning and personal insurance products, with foundational education from Neath College and Dwr y Felin.