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Graeme Dreghorn

Director

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Profile

Graeme Dreghorn brings over 20 years of experience in the financial services industry and leads the Glasgow office. He is a Certified Financial Planner™ a Chartered Wealth Manager, and a Fellow of the Chartered Institute of Securities and Investment.

Graeme specialises in providing holistic financial planning for individuals and families. Renowned for his client-centric approach, he ensures that every financial plan is carefully tailored to each client’s unique objectives and circumstances. Graeme is an expert in cashflow modelling, allowing his clients to clearly visualise their financial future and make informed decisions with confidence.

He is known for crafting comprehensive plans before offering recommendations, resulting in strategies that are both robust and responsive to changing needs.