Trevor Graham is a Wealth Management Partner at True Potential Wealth Management, specializing in providing value-based financial advice. With over 30 years of experience, they have worked in various roles, including Broker Consultant at Scottish Life Assurance, National Account Manager at Legal & General, and Private Banker at Barclays Wealth. Trevor has also held positions as a Vice President at the Chartered Insurance Institute and a Regional Committee Member for The Personal Finance Society. Their comprehensive approach supports clients in achieving financial freedom through tailored planning and education.
This person is not in the org chart
This person is not in any teams
This person is not in any offices