Graeme Lennox
DipFA CeMap
Financial Adviser with True Potential
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 more than 19 years’ experience, 9 of which have been with True Potential, 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 well-being, 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.
- Level 4 Diploma for Financial Advisers - Insitute of Financial Services - 08/03/2013
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
