Graham Cotton

For over 35 years, I have been helping individuals, families, and business owners reach their financial goals. Those who know me would say I work for clients from a knowledge base rather than a selling ethos. I retrained from being a Tool Maker to receiving my initial financial product licence certificates in 1990. The industry moved on for all advisers to hold Financial Planning Certificates via the Chartered Insurance Institute by Diploma. My knowledge was expanded further by taking the London Institute of Banking & Finance Qualifications. To this day, I continue to enhance my knowledge and expertise through industry events and formal training...

Since the change in rules to Pensions in April 2015, Investments, Pensions, and Inheritance Tax planning have never been so intertwined. Each and every client of ours is different, requiring the best use of industry knowledge to support you through your financial journey.

I encourage you to take the time to explore my webpage and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

My Office is based in Passfield near Liphook in Hampshire, and I am happy to travel for a chat, cup of tea, and a biscuit, or we can accommodate a meeting at my office.

I am keen on all aspects of sport, keeping healthy and looking after our office pet Benson. Many clients request that he come along to meetings, which he does.

Client Login for Standard Life WRAP: https://tpllp.wrapadviser.co.uk/home.aspx?logout=1

Graham Cotton Financial Adviser

Areas Served

All of the UK

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