Welcome to Poole Graham Wealth Consultancy Ltd

I strongly believe that an excellent long term relationship with a financial planner will help families to achieve their dreams and aspirations not just now but for generations to come. I make it my purpose to help families determine what these dreams and aspirations are and how they can best manage their finances to achieve them. 

Charlotte Coronil-Graham, Director


Promotions

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Testimonials

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Charlotte has always given clear, confident advice. Always taking time to explain fully in a way we can understand and ensuring we were happy at all times. She is happy to answer any questions at any time and puts you at ease giving confidence in any investments/decisions made. Her flexibility in ap...
C Shaw
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SJP Approved 15/12/2023

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.

Poole Graham Wealth Consultancy Ltd is registered in England and Wales, Number 11219695. Registered Office: Unit 17, Foxes Bridge Road, Forest Vale Industrial Estate, Cinderford, GL14 2PQ.