Welcome to our “Have you met?” series, where we catch up with members of our team through an informal Q&A.
In this edition, we spoke with Director and Chartered Financial Planner, Graham Moore. We spoke about his journey into the financial services industry, what he enjoys about his role, as well as how he would make use of three wishes.
About Graham
Graham started his career within financial services in 1986, working for a well known investment company as part of their graduate programme.
Within 18 months a local financial planning firm recruited Graham and he became an Independent Financial Adviser at the age of 24. Graham went on to complete his ACII at age 26 and then proceeded to achieve Chartered status.
He joined Lucas Fettes Financial Planning in September 1998 and has witnessed many changes within the industry during his long career.
What was your path into the financial services industry?
“I was fortunate to have a flare for economics. I achieved top grade at A level and studied this at degree level at university. It was good grounding for The financial services industry, and the offer of a company car at 21 was too much of a temptation.”
How has the industry changed since?
“It has changed beyond recognition really. I was seen as a bit of a boffin 30 years back, as I was Chartered and held a university degree. This is now very much the norm, with all advisers holding professional qualifications.
The industry is much more professional with strict processes and systems.
I still remember a time earlier in my career, when I worked for another firm, I opened a file that belonged to a retiring colleague and the only thing in it was a copy of the proposal form.”
What do you enjoy most about your role?
“I have, and will always, enjoy the relationship I have with my clients. Everyone is unique and special, and I feel privileged to walk the journey of life with them.”
What does a normal client meeting consist of?
“There is no such thing as a normal client meeting, I always go in with a blank piece of paper and an open mind.”
If you had three wishes, what would you wish for?
- “The end of all illness.
- The end of all famine.
- The end of all wars.”
What is the most beautiful place you have ever seen?
“I was very lucky to spend time living in a Kibbutz in Israel. As a group we camped on a hill overlooking Jerusalem. I will never forget witnessing the sun rise on such a majestic city.”
If you could be best friends with somebody famous, who would it be?
“The Pope.”
Do you have a hidden talent or hobby?
“I am still looking, but nothing pops up.”
If you could rule the world for a day, state something that you would ban?
“Smoking. I know I would be the most unpopular ruler ever.”
What is your favourite meal?
“The most difficult question of all. I love all food and what I like best is dependent on my mood at the time.”
