Poole Graham Wealth Consultancy Ltd

Partner Practice of St. James's Place Wealth Management

Charlotte Coronil-Graham BA (Hons) APFS,
Director & Chartered Financial Planner

As a Chartered Financial Planner I take pride in advising clients honestly and openly.

I decided to become a Financial Planner having seen both the positive and negative effects of financial advice on family and friends. Good, trusted financial advice can change a family’s lives for generations and I feel that it is important that everyone has access to someone they know and trust to help them achieve this.

I also believe that it is necessary to review your plans on a regular basis. Over time your circumstances can change along with government policy, market conditions and a number of other factors which could affect your original arrangements. Therefore your relationship with me starts, rather than ends, at the point you decide to become a client. It gives me great satisfaction to meet with my clients regularly and see their progress towards achieving their objectives.

Quite simply my purpose is to make you and your family’s lives better now and in the future.

Helen Fletcher,
Practice Manager

Helen believes that good financial planning is achieved through regular reviews and an excellent relationship with an adviser. Therefore she is dedicated to facilitating this.

Ensuring the smooth running of the Practice, Helen is in regular contact with Charlotte’s clients to arrange meetings, provide information and answer any queries they may have. She also takes ownership of any new cases, chasing information from providers and seeing them through to completion.

Amanda Graham,
Accounts Assistant

Amanda’s role is to administer the day to day finances of the business and ultimately ensure the smooth running of this department for suppliers, employees and clients alike.