Graham Puddy

Wealth Management

Specialisms:

  • Financial planning
  • Wealth management

Contact details:

Office(s):
Taunton
Telephone:
01823 445566

Graham Puddy joined Milsted Langdon Financial Services in 2002, where he specialises in pensions, investments and inheritance tax planning for company directors and high net worth individuals.

In 2011, his professional commitment and expertise was recognised when he gained Chartered Financial Planner status, which is regarded as the gold standard of financial services qualifications.

Graham began his financial services career with Standard Life in 1995, after graduating in business studies from the University of Derby. He subsequently moved on to Ernst & Young, where he obtained the Chartered Insurance Institute’s Advanced Financial Planning Certificate (AFPC).