Graham Loosley
Director (FCCA)
Based at: Our Shrewsbury office
Presents our free estate planning seminars
DBS checked
Google reviews: 35, average 5.0 out of 5
About Graham
With over 40 years of experience in tax and estate planning, Graham combines deep technical knowledge with a calm, practical approach. A former Ernst & Young accountant, he has advised thousands of families.
He presents our free estate planning seminars and is an experienced speaker, known for explaining complex legal and financial matters in a clear, accessible way.
Outside of work, Graham values time with his family and enjoys running, occasionally taking on the odd marathon challenge.
What Graham covers in our seminars
- Why a will matters, and what happens without one
- Lasting powers of attorney
- Trusts, and when they genuinely help
- Care fees and the family home
- Inheritance tax, and how the rules work in practice
Who does the work behind your plan
Your documents are prepared by Clarke & Wright’s legal team, which includes an SRA-regulated solicitor who is a Trust and Estate Practitioner (TEP) and a member of the Association of Lifetime Lawyers, a CILEX Chartered Paralegal and a further paralegal.
Any reserved legal documents are drafted by a specialist SRA-regulated drafting firm.
Where tax advice or inheritance tax planning is needed, it is given by our associated firm Mercian Accountants, Chartered Accountants and Chartered Tax Advisers.
What clients say about Graham
We have recently started linking Google reviews to our consultants. These are all 35 Google reviews we can link to Graham, whatever the star rating, shown in full and newest first, every one of which mentions him by name. Reviewer surnames are shortened to an initial. Every review of Clarke & Wright can be read on our reviews page and on Google.
★★★★★
An excellently, well presented seminar by Graham Loosely. From a wealth of knowledge gained over a lifetime in financial planning he manages to explain with just the right mix of gravitas & humour the need for examination of our future financial planning & to mitigate any threats to it. Thank you
Martin S., October 2026
★★★★★
Excellent well paced and informative session delivered by Graham Loosley at Linden Hall
Balaji D., October 2026
★★★★★
Very well presented with the formation expertly explained. Graham is a very good speaker and I thoroughly enjoyed the presentation. I feel I have benefited from my attendance immensely. Thank you.
Amar R., October 2026
★★★★★
A thoroughly impressive and professional presentation by Graham. We were given very useful information which was delivered in a relaxed easy to follow style with some welcome humour which lifted what could have been a very sombre couple of hours! We'll be booking a review meeting when we've done our homework. Thank you, we're so glad we attended. Polly and Stephen Cannie
Polly C., September 2026
★★★★★
First class service from Graham Loosley he explained everything so well
Terence G., September 2026
★★★★★
Really helpful Graham
Sam W., September 2026
★★★★★
Very interesting, lots of food for thought. Graham is engaging, very informative with lots of humour to keep us engaged.
Elaine M., September 2026
★★★★★
Great seminar given by Graham Loosely Lots of interesting information given during the talk Learned so much
Jacqueline C., September 2026
★★★★★
Attended a seminar on wills and estate planning this afternoon which was so informative. Graham is a fabulous speaker who covered a lot of information in a light-hearted but clear manner, giving lots of tips on each subject area. Would thoroughly recommend this - we thought we were fairly well on with our planning but we have come away with a long “to do” list and lots of food for thought Thanks to the team for putting on these events
Penny W., September 2026
★★★★★
The presentation by Clarke Wright’s Graham Loosely was very informative and surprisingly amusing. The follow-up review was also very helpful and we are going to proceed with some of the recommendations. I have passed much of the information on to my children as they too need to make sure their affairs are in order. I think that’s my recommendation!
Jacky H., September 2026
★★★★★
Great seminar Graham was excellent learnt a lot I didn't know and definitely need to sort out, hopefully with Clarke & Wrights help in future
Sophie A., September 2026
★★★★★
Graham has explained very well everything I needed to know about trust.
Julie F., September 2026
★★★★★
Attending this session to support my mom... but didn't realise how much of this would be informative to me! So much I didn't know or realise that relates to my personal circumstances. And now of course will prompt me to get everything sorted. Very informative and educational. The seminar is very efficient and upbeat! Thanks Graham
Chloe A., September 2026
★★★★★
Very good information received today on When we departure from this world , A lot to think about and Put into practice on behalf of Our loved Ones , Let's get the Ball Rolling and more time to enjoy Family life Thank you . To Graham and Team For today's Meeting .at Stafford
Amanda W., September 2026
★★★★★
Graham was very clear, very well paced & his dry humour made the topics much easier to hear for quite a long seminar.
Stuart S., September 2026
★★★★★
Really useful and helpful advice. Graham gave a very interesting presentation.
Chris H., September 2026
★★★★★
Really impressed with the presentation today very informative and would highly Recommend thank you graham
Kay G., September 2026
★★★★★
Well worth attending but a bit worrying how much you don’t and should know! Graham excellent presenter.
David B., September 2026
★★★★★
Would strongly recommend attending one of Clarke & Wright's seminars, so much comprehensive information is shared, first class. Graham is very knowledgeable and his presentation made it easy to understand and is well-paced throughout. It gave us a lot to think about for our future planning, just what we needed. We have since had a consultation with Anthony and found it extremely useful. Our thanks to him and all the team for an excellent friendly professional service, it has been a great help.
Mike B., August 2026
★★★★★
A brilliant few hours with Zaf. Got everything done and now have peace of mind for the future. Can certainly recommend this company and Zaf was excellent. The preceding seminar was equally excellent with Graham. Thanks all.
Jane B., August 2026
★★★★★
Graham came and visited me he spoke in-depth and patiently about everything and id definitely recommend him and his company
Scott W., July 2026
★★★★★
Very informative presentation and provided the catalyst to get our estate planning sorted. Graham Loosely was an excellent presenter and gave complex information in an eaay to understand, and humorous way.
Michael Q., July 2026
★★★★★
Graham Losley is a brilliant presenter ! I have learnt a lot that is crucial for me
Robert S., July 2026
★★★★★
Graham is an excellent presenter!
Peter M., July 2026
★★★★★
Excellent presentation by Graham
Elizabeth B., July 2026
★★★★★
Graham was excellent the information was clear and to the point
Pauline C., July 2026
★★★★★
I arrived at this event, presuming that it would be dull and probably irrelevant to me. However, the speaker, Graham, was slick, entertaining and personable. He really knows his stuff and he spoke in a deliberate, very clear voice that could be understood by all attendees, so that no one got frustrated or left behind. The information he imparted was eye- opening for most of us and we certainly had a lot to go home and think about afterwards. Even if you think you have your finances all sewn up, I’d heartily recommend attending one of these events.
Sylvy H., July 2026
★★★★★
Introduction to Wills, Trust, and LPA- by Graham- all very good, and practical!
Jayesh P., June 2026
★★★★★
Informative and entertaining presentation underlining that inheritance planning is complex and needs early attention. Thanks, Graham.
Ian S., June 2026
★★★★★
Graham was just brilliant in his presentation.
Mark P., November 2024
★★★★★
Very informative, clear and thought provoking advice. Graham is very knowledgeable and personable
Samantha B., November 2024
★★★★★
Attended Clarke & Wright’s information evening tonight. Plenty of food for thought. Will definitely be making an appointment. Thank you Graham. Fab presentation.
Paula M., November 2024
★★★★★
This seminar was very professionally and well set up. All our needs were well looked after and the atmosphere was friendly and comfortable. Graham Loosley gave a very informative talk. It was full of facts, easy to understand with a nice touch of humour. I’m very grateful for the advice and will be in touch for a personal consultation. Highly recommended. Thank you.
Linda O., November 2024
★★★★★
My wife and I have recently asked Clarke & Wright to update our Wills and produce powers of attorney for us. We both found Graham to not only be incredibly knowledgeable but also very efficient. We would have no hesitation in recommending Graham and his team.
Stevie B., January 2024
★★★★★
From the start, trying to get a will written and advice regarding how best to create a trust for my elderly father, we were given advice in plain language and helped towards the solution we have chosen. From start to finish the whole process took 5 weeks - good going considering the additional agencies involved and my holiday away. All queries have been instantly responded to and we are really pleased with the outcome. Huge thanks to Simon and Graham. I'll return to this company for any future support I might need for myself.
P P., March 2023
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