Chartered Financial Planner
I joined Cullen Wealth in 2009 and started practising as an IFA in 2005. As a Chartered Financial Planner, I aim to use my experience and knowledge to deliver a meaningful financial planning service to my clients. But what does that mean? The essence of this is to understand my clients’ position now and in the future, and develop a financial plan which will allow them to live their lives without financial worry.
I am married with two sons and live in Alderley Edge, Cheshire. I am passionate about rugby which gave me a fantastic grounding as a young man. Having hung up my boots, I am an avid Sale Sharks fan and love to get to Twickenham for England games whenever I can.
What our clients are saying
”Several years ago, Graham Morgan became our financial adviser. He has demonstrated sound and conservative financial ability, giving us confidence and reassurance that our financial affairs are being properly looked after.Rod and Sue Lewis.