Ashley Graham, DipFA

Private Wealth Advisor

Having obtained a 1st class honours bachelor’s degree in Business Management, Ashley has provided holistic independent financial advice for over ten years.

His expertise largely revolve around tax efficient structures and inheritance tax planning. This, alongside his experience with complex financial planning and investment management, enables Ashley to provide a truly comprehensive service for his clients who range across 3 continents.

Areas of Expertise

• Pension Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Tax Planning

• Tax Advice

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Investment Review

• Property Portfolio Advice

• Education Fee Advice & Planning

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Libf UK Level 4 (DipFA)

Regions Covered

Europe Excluding UK
Middle East

Send Email

Contact Number

LinkedIn Profile

Recognition

Ashley had taken the time to understand my specific situation and recommend bespoke solutions to meet my objectives. He has also cleaned up my old portfolio that comprised trailing funds still paying commissions to previous agents. My portfolio is now sound and productive thanks to Ashley and AHR.... Read Full Quote

Sylvain Guilbon

28/01/2024

Quote Source Quote Source

I have used Ashley's services as an ex pat Australian working in the Middle East to guide my financial decisions and plan for my future. At all times Ashley has been diligent, open and honest in presenting balanced views on all investment opportunities. He also has a good team supporting him to... Read Full Quote

Daniel Racine

28/03/2023

Quote Source Quote Source

I have been working with Ashley since I decided to take care of my financials , he encourages me to learn and invest time in my well-being , present and future. Very professional , with an easy language for non financial experts. He is very knowledge and has good resources to help you in any... Read Full Quote

Irene Villar Carrillo

06/02/2023

Quote Source Quote Source

Ashley has been professional and efficient at proposing an alternative financial structure for my assets. He walked me through multiple options and followed up every step of the way in a friendly and informative manner. I have no hesitation in recommending Ashley to anyone looking to review their... Read Full Quote

Peter Vaughan

07/02/2022

Quote Source Quote Source

After consulting multiple financial consultants I found Ashley to be professional and not pushing a specific agenda or product, he summarized my situation well and very professionally came up with a workable financial plan to suit my needs.

David Boshoff

06/04/2022

Quote Source Quote Source