Graham Nicoll
9.5
out of 10
2 verified reviews on
Graham has over 20 years’ experience helping business owners, senior executives, professionals and their families make better decisions about their money.
He works with clients to bring clarity to complex financial situations, whether that means planning for retirement, investing for the future, protecting their family, reducing inheritance tax exposure or preparing for the sale or succession of a business.
I advise on
Retirement Planning
Financial Planning
Estate Planning
Personal & Business Protection
Business Exit Planning
Advising Senior Executive
Advising Partners
Advising Business Owners
IHT Planning
Family Legacy Planning
Accreditations
Chartered Financial Planner
Advanced Diploma in Financial Planning
Private Client & Investment Management Certificate
MBA Warwick Business School
ICAEW Certificate in Business & Finance
Oxford Said Business School - Fintech Programme
Consumer Duty scores
Products and Services
9.5
/ 10
Based on 4 responses
Price and Value
9.5
/ 10
Based on 4 responses
Consumer Understanding
9.5
/ 10
Based on 4 responses
Consumer Support
9.5
/ 10
Based on 4 responses
Last updated 30 October 2026
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