Rory Graham
MA (Hons), DipPFS
Having previously worked as a Customer Services Adviser for Santander whilst studying at university, Rory joined the Port Brae WM team in 2017 as a Paraplanner. After training, he moved to the position of Adviser in February 2021 having achieved his Chartered status.
Rory is currently working hard to lay the foundations for strong, long-lasting relationships with his clients. He enjoys utilising his financial planning skills to simplify seemingly complex financial advice for clients, to help them to achieve their financial goals for savings, retirement and protecting loved ones. In order to do this, he takes a personalised, holistic approach to financial planning – ensuring that all aspects of a client’s financial needs are met.
Outside of the office, Rory enjoys spending time with his daughter and miniature Poodle Penny.
Rory is based mainly in our Hawick office.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
