Graeme Fernie - True Potential Wealth Management - Financial Adviser in Kilmarnock

Graeme Fernie - True Potential Wealth Management

Initial consultation free

Restricted

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.

We can advise you on

Clients
helped

192

Minimum
pension value

£250k+

Minimum
wealth

£250k+

Minimum
mortgage value

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Graeme Fernie

Financial Planner & Wealth Partner

What our clients say

Craig Bennett

What were the circumstances that caused you to initially look for a financial adviser? Looking to retire . How has Graeme Fernie helped you? moved all my pensions into one manageable account Have you seen the outcome you were hoping for? Yes, I am now in a better position for retirement. What could they have done better? Really happy with service provided.

Lorraine

What were the circumstances that caused you to initially look for a financial adviser? I wanted to combine all my pensions into one place How has Graeme Fernie helped you? Graeme provided advice and took care of the pension transfers Have you seen the outcome you were hoping for? Yes

Bill

What were the circumstances that caused you to initially look for a financial adviser? I needed advice in retirement planning and protecting my money for my children in the future. How has Graeme Fernie helped you? Graeme was most helpful in helping us plan for the future and ensure our money would grow in a bond and could be passed down our children. Have you seen the outcome you were hoping for? Very much so. What could they have done better? 100% happy, we wouldn't have changed anything

Stephen

Very professional, put both myself and my wife at ease. Explained matters very clear and in simple language for us.

Compliance

Graeme Fernie is a Restricted Financial Adviser 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, critical illness and buildings, and contents from a range of insurers.

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