Meet The Team
Meet the team behind HWM Financial Planning
Graeme Moorhouse
BSc DipPFS Cert CII (MP)
Financial Planner
Graeme Moorhouse BSc DipPFS Cert CII (MP) brings a wealth of experience in delivering tailored financial advice to individuals and families.
He is passionate about helping clients navigate important financial decisions with confidence, whether that involves investment planning, retirement strategies, or protecting and passing on wealth. Graeme takes a highly personalised approach, ensuring every recommendation is aligned with the client’s specific goals and circumstances.
Graeme is known for building strong, trusted relationships and for his commitment to providing ongoing advice that adapts as his clients’ lives evolve. His ability to combine technical knowledge with a clear, structured approach allows clients to feel confident in their long-term financial plans.
Graeme has contributed to media outlets including BBC News and podcasts, offering commentary and insight on a range of financial topics.
James Price
DipPFS
Financial Planner
James Price DipPFS is established with the vision of delivering a more personal, relationship-led approach to financial advice for business owners, professionals, and high-net-worth individuals.
With a Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII), James has built his expertise through hands-on experience advising clients across a wide range of financial needs. His career has been shaped by working closely with individuals and business owners, helping them make confident, well-informed decisions about their financial future.
James specialises in supporting clients with retirement planning, wealth accumulation, and structuring their finances in a tax-efficient way. He is particularly experienced in working with business owners and directors, helping them align their personal and business finances to achieve long-term goals. He places a strong emphasis on building meaningful, long-term relationships, acting as a trusted adviser as his clients’ circumstances evolve. Known for his straightforward and honest approach, James focuses on clear, practical advice—cutting through complexity and avoiding unnecessary jargon.
Alongside his work with clients, James has contributed to media outlets including industry podcasts, providing insight on financial planning and wealth management topics.
He is committed to delivering a service where clients feel informed, in control, and confident in the decisions they make—both now and in the future.
Together, James and Graeme lead HWM Financial Planning with a shared commitment to delivering high-quality advice, long-term relationships, and a modern approach to wealth management.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.