0330 038 8938
Based in Kirkcaldy
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Last checked: 12 March 2025
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Recent Client Reviews
Graeme has not received any client reviews in the past 12 months
Graeme has not received any reviews in the last 12 months
Graeme has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graeme has not yet added their fees to their profile
Fees not yet added
Graeme has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Last checked: 12 March 2025
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Recent Client Reviews
Graeme has not received any client reviews in the past 12 months
Graeme has not received any reviews in the last 12 months
Graeme has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 01 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graeme has not yet added their fees to their profile
Fees not yet added
Graeme has not yet added their fees to their profile
I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon. I will take the time to get to know what is important to you and help you realise your aspirations. As a Wealth Manager and Partner of True Potential Wealth Management, I am proud that we are one of the UK’s most innovative financial services groups, providing investment and pension solutions, delivered on our award-winning platform, to over 1.6 million private clients. As a company, we manage over £22 billion of client's assets, using some of the most highly regarded, global investment and pension fund managers. Our investment committee is made up of experts that will ensure that your money is looked after and managed effectively, in accordance with your attitude to risk, maximising growth and taking any worry or strain away. I am very fortunate to work with a great team at True Potential, including our excellent compliance department, that will also ensure that the advice you receive is sound and reflects your current circumstances and plans. Jointly, we will ensure that your financial journey with us, is informative, carefully planned and suited to your specific requirements. I can help with all aspects of financial planning, including Defined Benefit/Final Salary pensions, Defined Contribution pensions, At Retirement and Drawdown, investing for growth and income and any protection needs that you and your family may want. I will help you make sense of it all and am fair, transparent, and cost-effective. You are under no obligation to use my services and any charges will only be taken if a business transaction takes place. Any meetings are free of charge and there is absolutely no pressure to commit to any recommendations. Only if you are comfortable and everything makes sense, will we then move forward. Please do get in touch and I will be delighted to help.
Offers available through VouchedFor
Contact Graeme through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Graeme's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.