Graham Reeve BSc APFS
Chartered Financial Planner
Graham graduated from The University of Leeds in 1970 with an honours degree in Electrical and Electronic Engineering. He worked as an Electronic Systems Design Engineer until 1982 when he joined the Sales and Marketing Dept of a major semiconductor manufacturer reporting directly to a European Board member.
Graham initially moved into Financial Services in 1990 becoming an Independent Financial Adviser in 2000. Since becoming an IFA Graham has continued with advanced financial planning studies and achieved Chartered Financial Planner status in April 2006. This positions Graham as one of the best qualified Financial Advisers in the UK.
However, Graham believes that academic qualifications are not an end in themselves, and his early training as a system design engineer now enables him to apply his technical knowledge of finance to clients’ real life circumstances to design bespoke solutions that meet their individual needs.
Office Manager PA to Graham Reeve
Sue has worked with Financial Advisers since 2001 and joined Rational Finance Ltd as an administrator in August 2009. She has been Office Manager since July 2013. She is responsible for general administration and ensuring that the office runs smoothly. This includes checking and processing all new business submissions and monitoring them through to completion.
Sue updates and maintains the back office system, including reconciling all remuneration. She also supports the administration of the quarterly portfolio review service and keeps the Company’s compliance system up to date.
Sue enjoys spending time with her family, supporting Swindon Town football club, horse racing and concerts with her partner.
James joined Rational Finance Ltd in July 2013 through an apprenticeship and has achieved NVQ2 & NVQ3 qualifications in Business and Administration. James is responsible for preparing data for client review meetings, monthly remuneration, and accounts.
James supports updating and maintaining the back office system, ensuring all data is processed and uploaded to the database.
Some of James' hobbies outside of the workplace include spending time working on his cars, photography, technology, and looking after his pet rats and degus.
Mary works in the background on a part time basis entering data into the firm's back office systems.