Meet The Team
Roger Carter
Chartered Financial Planner
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Roger has been working as a financial adviser in the family firm since 1987. He has experience in holistic planning for individuals and SME's. Roger has a variety of qualifications with both the Chartered Insurance Institute and the Pensions Management Institute. In his spare time Roger enjoys cross country running and walking his dog, Eddie.
Steve Bryant
Office Manager
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Steve has a long history working in Financial Services. He has previously worked for Standard Life and a private advice firm in Liverpool. He joined Graham Carter & Co in 2006 dealing with the running of the office and specialising in support for the Wealth Management Platform. Steve is married to Clare and has two daughters a grandson and granddaughter.
Frank Green
Senior Administrator
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Frank has been with Graham Carter & Co since October 2010, handling our administration, including valuations, new business, and fund switches. He also manages our website. With a background in marketing, utilities, and the food industry. In his spare time, Frank enjoys exploring historical sites with his wife and four children as National Trust members.
Hannah Carter
Administrator
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Hannah is a school leaver with A levels in Math's, Physics, Chemistry and Biology. She has a history in customer services and is looking forward to learning more about the finance industry whilst also completing a degree in Theoretical Physics. Hannah enjoys running, climbing and reading.