Vesta Wealth

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Graeme Cross
Independent Financial Adviser

Tel: 01228 210 137
Mobile: 07751 080 463
Email: [email protected]

Based at:
Vesta Wealth Limited
Minerva House
Port Road Business Park, Carlisle, Cumbria, CA2 7AF

Overview

Graeme Cross joined Vesta Wealth in 2012, having previously been advising clients for over 25 years with various companies.

He is happy that Vesta Wealth allows him to bring additional expertise, investment processes and efficiencies to add additional value in his provision of financial advice to help protect, build and enhance his clients’ future financial security towards and through retirement.

Graeme has obtained the Diploma in Financial Planning and is a member of the Chartered Insurance Institute (CII) and whilst he specifically enjoys providing advice within investment and retirement planning, he also has a young family ensuring that clients are aware of the financial protection they should have in place to help maintain their standard of living should the worst occur.

During his spare time, Graeme enjoys all sports and in the winter months coaches his son’s local football team and also provides after school coaching to all year groups in the local village primary school. In the summertime Graeme’s main passion is cricket, again coaching youngsters but also now playing in the Eden valley cricket league for Rockcliffe CC after being persuaded out of retirement having previously played for Workington CC for 28 years in the North Lancashire League. He would also like to get his golf handicap reduced but playing regularly at present is proving to be quite difficult.

Areas of expertise

  • Pension and Investment Advice
  • Personal and Corporate Protection Advice
  • Retirement Planning

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