Graham Cleveland , Director &
Co-founder of Trinity Wealth Management Having
worked in the finance industry for more than twenty years Graham has a wealth
of experience and knowledge to offer. His work experience includes working for
a National Independent Financial Adviser, working in Financial services and with
two major insurance companies.
Graham is a Committee
member for the Association of Christian Financial Advisers. Graham has agreed
and voted for them to adopt the biblical principles for financial advice which
the Association has now agreed to implement. In addition
to adopting these principles, which he is passionate about, Graham's expertise
is to offer an integrated holistic approach when reviewing his client's finances,
lifestyle, goals and dreams. Graham believes that:
"God has a lot to say
about setting goals, making plans and
directing our steps. This fundamental
truth is in all
our financial planning. God is not just interested in our
goals, but also our dreams" Graham
is an accomplished speaker either alone or with his co-director, Jon Cobb, through
their Charitable Trust, Trinity Ministries, gives talks and seminars about the
Biblical principles for personal and business finances to churches and Christian
organisations. He has recently visited Poland where he gave a very positively
received talk to business people, many of whom gave their lives to Jesus at the
meeting. Graham is married with three children. He is actively
involved in his church and community, and also a keen sportsman. Graham and Trinity
Wealth Ministries has been featured in an extensive article in City Wire - Click
here to see the article.
Qualifications:
- Certified
Financial Planner Licence (CFP)
- Certified Financial
Planning Certificate 1, 2, and 3
- AFPC - Advanced Financial
Planning Certificate (CII)
- Dip PFS - Personal Finance Society
Diploma (PFS)
- G10 - Taxation and Trusts (CII)
- G60
- Pensions (CII)
- H25 - Holistic Financial Planning (CII)
To contact Graham email Graham.Cleveland@twm.uk.com |
