About Us

Graham Laverick

Managing Director

Graham's specialist skills are within the Corporate Market with specific experience and competence in Employee Benefits and Retirement Planning Solutions for Corporate Executives. After joining WR Financial Management (formerly Willett and Ross Financial Services Limited) in 1998, he successfully completed an MBO in 2002 and now leads a team of qualified advisors specialising in the corporate and high net worth sectors.

As a previous examiner for the Chartered Insurance Institute he is acutely aware of the importance of acquiring the appropriate qualifications and as such is committed to ensuring all recruits and staff are highly trained and achieve the C.I.I standards of competence.

As a holder of the Advanced Certificate, Graham is also qualified as a specialist in Transfer and Pension/divorce work. Graham’s gregarious personality ensures he is a popular character for his contributions to local and national radio and TV coverage. As a qualified football referee Graham embraces a commitment to professional conduct and thoroughness in all aspects of client work.

This coupled with his unstinting enthusiasm for advancing products and services ensures clients receive (if and when appropriate) the most innovative yet simple solutions, to sometimes complex financial problems.