Meet The Team
Chartered Financial Planner
Roger has been working as a financial adviser in the family firm since 1987. He has experience in holistic planning for individuals and SME's. Roger has a variety of qualifications with both the Chartered Insurance Institute and the Pensions Management Institute. In his spare time Roger enjoys cross country running and walking his dog, Eddie.
Marketing and IT Manager
Jillian previously worked for ICI in a purchasing role and latterly in the recruitment industry before leaving to have a family. Jillian has returned to employment working for Graham Carter & Co. She deals with client relationships and marketing. She also manages our company website and IT systems. In her spare time Jillian enjoys running and cooking.
Steve has a long history working in Financial Services. He has previously worked for Standard Life and a private advice firm in Liverpool. He joined Graham Carter & Co in 2006 dealing with the running of the office and specialising in support for the Wealth Management Platform. Steve is married to Clare and has two daughters a grandson and granddaughter.
Frank joined Graham Carter & Co in October 2010. He processes all our administration including valuations, new business, and fund switches. He has previously worked in the marketing, utilities, and food industries. Franks spare time is spent with his wife and four children, they are National Trust members and enjoy exploring the historical sites.
Hannah is a school leaver with A levels in Math's, Physics, Chemistry and Biology. She has a history in customer services and is looking forward to learning more about the finance industry whilst also completing a degree in Theoretical Physics. Hannah enjoys running, climbing and reading.