“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Graham Cater-Pugh: why he wanted to be part of the UNIQ family, his goals and aspirations, and what keeps him busy outside of work.
What is your job title? How did that happen?
My title at UNIQ is Senior Paraplanner.
I have worked in financial services since 1994. I have held a variety of roles, including Adviser, Training and Compliance, Broker Consultant, and Sales Management. In 2013 I made the decision to focus on paraplanning as my career, as the research and background work is the part of financial planning I enjoy most. I have a curious mind and enjoy problem solving, which a good match for a paraplanner.
What drew you to UNIQ Family Wealth?
The personal approach to financial planning and putting the client first. Also, the use of cashflow modelling as the core of the advice process. It baffles me how some financial planners have ignored this valuable tool to help clients achieve and monitor their financial goals.
What keeps you smiling at work every day?
Being part of a process and team that ensures a client’s financial wellbeing is looked after. Being surrounded by happy focused colleagues.
What are you saving for?
A house – I have recently remarried and my wife and I are looking for a home to call ‘ours’.
What keeps you busy when you’re not at UNIQ?
I am an Assistant Explorer Scout Leader with The Celts Explorer Scout Unit. Explorer Scouts are 14 to 18 years. We meet weekly and put together a termly program of activities from arts and crafts, cooking, hiking, outdoor activities, camping and bushcraft, as well as general life skills.
If you could give your younger self one piece of advice, what would it be?
Study harder – learning is not as easy when you get older.
Finally, what goals are you working towards now?
I am working towards attaining Level 6 Chartered Planner status. I am currently waiting on a result to see which exam I take next.