# Poole Graham Wealth Consultancy Ltd

Poole Graham Wealth Consultancy Ltd, based in Cheltenham and operating as a partner at St. James's Place Wealth Management, specialises in comprehensive wealth management for affluent individuals and business owners. Directed by Charlotte Coronil-Graham, the firm focuses on helping families and entrepreneurs build, grow, protect and preserve their financial capital.

The practice primarily serves private clients with significant accumulated wealth or higher incomes, alongside business owners seeking integrated financial and lifestyle planning. Their approach centres on understanding clients' long-term dreams and aspirations, then constructing tailored strategies to achieve them across generations.

What distinguishes Poole Graham is their commitment to relationship-based financial planning rather than transactional advice. Client testimonials consistently highlight Charlotte's accessibility, thoroughness and ability to explain complex financial matters in understandable terms. Clients praise her calm, pressure-free approach that prioritises their interests, coupled with proactive follow-up and regular reviews. Her flexibility and responsiveness—described as being available to answer questions at any time—creates confidence in investment decisions.

The firm demonstrates particular expertise in retirement planning, investment management, and helping clients regain trust after disappointing experiences with previous advisers. Their consultative methodology ensures personalised solutions rather than off-the-shelf recommendations. By combining detailed attention to individual circumstances with the resources of the St. James's Place network, they deliver professional-grade wealth management with a personal touch that resonates strongly with their client base.