About

Graham joined the financial services profession over thirty years ago at an international life assurance company. At a fairly young age, he rose through the ranks to become a Regional Manager, looking after Sussex and the South Coast.

Having helped other advisers to develop and fulfil their potential, Graham wanted to have more freedom to ensure his own work and lifestyle reflected his values and aspirations. He realised that the best way to do this was to set up his own financial planning firm and Kingswood Financial was born.

This has enabled Graham to integrate his passion for ‘financial planning being done properly’ with his unique, client centric and proven approach to financial well-being. His motivation is to help people identify what’s really important to them and enable them to achieve it. To this end, he’s constantly looking to develop his skills, even travelling to San Diego to be mentored by one of the world’s top financial planners.
As well as spending time with his family, Graham enjoys keeping fit and adventure holidays. He also enjoys cycling on sunny weekends and watching Formula 1.

Di started her career in the field of advertising and marketing. Her clients included Whitbread, Smiths Crisps, Volvo cars and McVities. She then took a short time out to bring up her two boys. Whilst they were young, Di supported visually and/or hearing-impaired students. This introduced her to a wide array of different subjects including aeronautical engineering, information technology, art, English literature and poets.

However, Di’s forte is in organisation and client relationships, so ten years ago, when her boys were in Senior School, she started working with Graham in her current role. Sharing common values, they have gone about creating a client-centric financial advice business.
Di is the ‘go-to’ person for any administration queries regarding diary management, investment processing and client communications. She is responsible for the day-to-day running of the office so that Graham can spend as much time as possible with his clients.
Outside of work, Di is always up for a challenge - either ‘Tough Mudder’ or falling off her road-bike! She enjoys exploring new places, trips to the theatre and art galleries, nice restaurants, keeping fit (including skiing and running) and spending time with her family and friends.

Jon started in the financial services profession in 1997 and was employed for seventeen years before setting up as an outsourced ‘Paraplanner’ to achieve what we often help our clients gain; a better work-life balance.
As a result of working across an extensive range of financial areas for a variety of different clients, Jon’s knowledge and experience is broad and varied. He is self-motivated and prides himself on remaining calm under pressure.

Jon is an avid follower of tennis, frequenting Wimbledon Centre Court many times – as a spectator, not a player! He also loves the theatre; musicals in particular (having been to see Les Miserables in London three times). He enjoys travelling and has been to a diverse range of places including China, Peru, Russia and Jordan, to name but a few. He’s also partial to the odd waffle and caramel sauce!

Sarah has always enjoyed working with people since working in hospitality as a teenager, interacting with people she would not usually speak to.

She has a First Class Honours Degree in Hospitality Business Management and is currently completing an NVQ in Business Administration Level 2. When Sarah finished university, she worked in a small hotel in the Lake District and found that a client facing role was her strong point.

From hospitality, Sarah moved into administrative positions. The most important part of the job for her is client satisfaction. She likes to deal with enquiries effectively and to make sure that clear and concise messages are passed on.

Sarah loves being able to go back to her home in the Lakes and see Scafell Pike out of her Mum’s kitchen window. She also enjoys going skiing and just wishes she could do it more often. Sarah and her fiancé are currently busy planning their wedding next June.