Meet the team at Warde Graham Consulting Ltd., all qualified professionals with a wealth of experience in the financial marketplace, and dedicated to using that knowledge for your benefit.
William McBride is our investment expert... He 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. William holds the Financial Planning Certificate.
Lesley Deas is our pensions specialist... She holds the Chartered Insurance Institute advanced pension qualification, G60. Also, in continuing to keep up to date with changing pension legislation, she has recently completed the latest CII pension exam, J04. Lesley regularly undertakes occupational pension scheme analysis, pension scheme consolidation and pension funding reviews.
Alan Roe is our Inheritance Tax specialist…. He set up Warde Graham in 2003 after a successful career in wealth management. He has a strong 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 holds the financial Planning Certificate.
Kirsty Baird offers advice in all areas of financial planning… She specialising in mortgages and commercial lending. She holds the Financial Planning Certificate, Mortgage Advice Qualification and Lifetime Mortgage Qualification.
Warde Graham Financial Consulting Limited is authorised and regulated by the Financial Services Authority. Registered in Scotland, registered number SC249375. Registered address Dundas House, 166 Buchanan Street, Glasgow, G1 2LW. We are entered on the FSA register number 225466 at www.fsa.gov.uk/register.