Graham Dixon

Areas of expertise

Estate planning and Inheritance tax (IHT) mitigation – Planning for your family’s future.
Retirement planning advice - When can you afford to stop working?
Investment planning - What type of investment is right for you?
Advice at retirement - How to meet your needs, tax-efficiently - what are your options?

Experience

Graham has extensive experience helping his clients to understand what their wealth means to them and with estate planning, advises on the best ways to pass on wealth in the most effective way. Sometimes this will be to reduce an inheritance tax bill or to see the next generation enjoying their money.

Graham sees it as a privilege working with clients to help them achieve financial security and the life they’ve always wanted, whilst building a plan to ensure they have enough money to meet their lifetime needs and retire comfortably. He helps clients navigate their options so that wealth can be accumulated or income generated tax-efficiently.

Graham has almost 3 decades of experience in the financial services industry and has been advising clients at Evelyn Partners since 2007.

Notable client work and achievements

A member of the National Lottery Panel and has been advising lucky lottery winners since 2013.

Hosts estate planning and inheritance tax mitigation seminars.

Instrumental in the development of Evelyn Partner's presence on the South Coast and mentors new Financial Planners by sharing his experience to aid their personal development.

Professional qualifications and memberships

Graham is a fellow of the Personal Finance Society and a Chartered Financial Planner.