Trevor Graham
DipPFS (MP, ER & FS) EFA
Financial Adviser with True Potential
Financial freedom is about much more than just having money. It’s the freedom to be who you really are and do what you really want in life. It’s about following your passion, making choices that aren’t influenced by your bank account, and living life on your terms.
Enjoying the rewards of financial freedom is simply a matter of financial education and determining where you are now financially and where you want to go; to live in the now without the concerns of tomorrow...
My role is to assist you on that journey in 3 distinct ways:
To Inspire – supporting you to achieve your goals;
Create Trust – building your confidence and understanding of financial solutions;
Show Integrity – supporting you in developing a real and attainable financial plan.
I specialise in providing high-quality value-based personal advice giving you, my client, the opportunity to live in the now without the concerns of tomorrow.
Individual financial journeys have unique and sometimes complex roadmaps that need to be followed to Financial Freedom. My task is to help my clients decide on the course most suited to them: which one is best for you?
I have over 30 years’ experience in supporting clients through such journeys. I will help you create, adapt and change plans whilst remaining true to your goals.
- Diploma in Financial Planning - Chartered Insurance Institute - 01/07/1997
- Certificate in Financial Planning - Chartered Insurance Institute - 01/07/1997
- Certificate in Equity Release - Chartered Insurance Institute - 01/07/1997
- Certificate in Financial Services - Chartered Insurance Institute - 01/07/1997
- Certificate in Mortgage Advuce - Chartered Insurance Institute - 01/07/1997
- Certificate in Life & Pensions - Chartered Insurance Institute - 01/07/1997
- Award in Long Term Care Insurance - Chartered Insurance Institute - 01/07/1997
- European Financial Adviser - Chartered Insurance Institute - 01/07/2025
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.
