Graham Mendoza-Wolfson

Financial Planner

Graham loves spending time with his clients and helping them achieve their long-term ambitions through sensible, holistic financial planning. He describes himself as a “practical technician”, analysing each client’s situation and providing targeted solutions that fit their individual circumstances, while collaborating closely with their other professional advisers. Graham has particular expertise in pension and inheritance tax planning.

With over 30 years’ experience as a financial planner, Graham provides guidance and advice to a wide range of personal and corporate clients. He is a long‑standing member of the Chartered Insurance Institute.

Graham combines practical, technical analysis with a holistic approach to help clients achieve their goals and long-term ambitions.