Graeme Lennox - Financial Adviser

As a Partner and Diploma Qualified Financial Adviser with True Potential Wealth Management, part of the multi award winning True Potential group of companies, I believe in providing clear and transparent financial advice whilst providing better value and wider choice for my clients. After receiving my Diploma in Financial Advice from the Institute of Financial Services, I have pursued professional courses from the Chartered Insurance Institute and have continually enhanced my knowledge and expertise through industry events and formal training.

With having more than 10 years’ experience in helping individuals and families reach and achieve their financial goals I provide advice on savings/investments, pensions and various financial protection products such as life/critical illness cover and income protection.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

I would encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from this.

Graeme Lennox Financial Adviser

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Graeme Lennox - Financial Adviser

Graeme Lennox - Financial Adviser

As a Partner and Diploma Qualified Financial Adviser with True Potential Wealth Management, part of the multi award winning True Potential group of companies, I believe in providing clear and transparent financial advice whilst providing better value and wider choice for my clients. After receiving my Diploma in Financial Advice from the Institute of Financial Services, I have pursued professional courses from the Chartered Insurance Institute and have continually enhanced my knowledge and expertise through industry events and formal training.

With having more than 10 years’ experience in helping individuals and families reach and achieve their financial goals I provide advice on savings/investments, pensions and various financial protection products such as life/critical illness cover and income protection.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

I would encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from this.

Areas Served

  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.