Call us today 0141 331 0660

Email: info@wardegraham.co.uk

Call us today: 0141 331 0660
Email: info@wardegraham.co.uk

About Us

We’ve been helping clients navigate complex financial markets since 2003, and from those very early days, our business has evolved primarily through client recommendations.

Warde Graham is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection.

We’ve been helping clients navigate complex financial markets since 2003, and from those very early days, our business has evolved primarily through client recommendations.

Based in Glasgow, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.

Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.


William McBrideWilliam McBride

William McBride set up Warde Graham Consulting in 2003 with a view to offer individuals and corporate clients the very best service and financial advice.

He has advised clients not only in the UK but also overseas since 1992 where he has gained vast knowledge in Pensions and Investments. Most of William’s clients are referred by Solicitors and Accountants where tailored advice is the main priority. William is a keen sportsman with a special interest in Golf.

Position: Director
Email: williammcbride@wardegraham.co.uk


Alan RoeAlan Roe

Alan has been advising individuals and corporate entities for over 15 years, both in the UK and overseas. He set up Warde Graham in 2003 after a successful career in wealth management.

A Co-founder of Warde Graham Consulting Ltd, Alan has been advising individuals and corporate clients since 1996, both in the UK and overseas. Previously Alan worked as a Senior Consultant with one of Glasgow’s leading IFA practises, he also gained huge investment experience during a period advising expatriate clients across South East Asia. He set up Warde Graham in 2003 after a very successful career in wealth management.

Working closely with his clients, Alan provides holistic financial planning solutions taking time to understand their business, individual and family needs. Many clients are referred by solicitors where tailored advice is a priority, to mitigate Inheritance Tax and plan for long term care provision. Alan has extensive knowledge and expertise of the full range of Trusts, advising both families and individuals, while keeping up to date with the ever changing legislation.

Alan has 3 children, 4 grandchildren and is a keen sportsman with an interest in golf and curling - the latter to relax from the frustrations of the others.

Position: Director
Email: alanroe@wardegraham.co.uk

Impartial advice of the highest quality

At Warde Graham, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our clients' interests – not someone else’s.

Building rewarding relationships

Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

Our Address

Warde Graham Consulting Ltd
166 Buchanan Street
Glasgow G1 2LW

Tel: 0141 331 0660
Fax: 0141 331 2992
Email: info@wardegraham.co.uk

     

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