Ireland 
USA 
Director
Graham MacLeod
Financial due diligence
Areas of expertise
Family and estate planning including inheritance tax (IHT) mitigation, trusts and tax advantaged investment. Pension and retirement planning with a specialist knowledge of NHS, University and Public Sector Schemes.
Experience
Graham is a Financial Planner with more than 15 years of experience. He joined Evelyn Partners in 2007, initially with Towry Limited for until 2017 when the business was acquired by Tilney Financial Planning Limited.
Notable client work and achievements
Graham is a Director of our business and responsible a Financial Planning Team in Glasgow.
Professional qualifications and memberships
A graduate of Glasgow Caledonian University (BEng (hons)) and Chartered Fellow of the Chartered Insurance Institute (CII).