What our clients say
Being first time buyers, myself and my partner were very unsure of the process of buying a house. After the first meeting with Graeme my doubts were put to rest. He gave us all the information we needed, when we needed it and in terms that were very easy to understand. He is very approachable and informative. I liked the way we talked us through the entire mortgage process.
He also set us up with Mortgage protection which was another thing we were not too sure about, however Graeme explained everything in terms that were easy to understand and basically did it all for us. Thanks again
Martin & Kelly
My name is Kevin, I am 55 years old and I have just recently retired from the NHS after serving the public for nearly 38 years. I was in a final salary pension, was due to receive a lump sum and monthly pension, which has been hard earned throughout my extensive years in the NHS.
I was supposed to be given guidance from external sources through my HR department, this didn’t happen. I asked around various friends and family to see if anyone had been given financial advice, I am a "First time" investor. After a while I was given the name Graeme Lennox, Financial Adviser.
Like most people at this time I am worried, or should I say "Was" worried about where to deposit some of my hard earned cash, due to Brexit, uncertainty with elections and countries etc. This is where Graeme came in. We set up an appointment at my house, Graeme arrived on time and put me at ease right away.
I initially thought through his questions that he was being a little too intrusive, but after further questions and written answers it became clear that Graeme was trying to build a comprehensive picture of myself and my finances.
He continued to allay my fears with his comprehensive knowledge of his company the Global markets and how True Potential was performing past and present. I felt that this was going to be a good move for myself and my money. Graeme finished all his questions and asked me if I was happy and to contact him at any time if I had concerns or questions, further allaying fears, we finished up at this point.
We set up another meeting and Graeme arrived on time with the relevant documents which was signed. I was pleased with the fee and ongoing arrangement.
One of the benefits for me is that I can log in my portfolio and see how my money is performing, it is doing very well. Thanks to Graeme Lennox and True Potential and I endorse everything that this company and Graeme has done thus far.
I have already recommended True Potential and in particular Graeme Lennox to former work colleagues and friends, so hopefully more clients will be coming your way.
Kevin Joseph Oakes
With having more than 12 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.
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.
Restricted Advice -At True Potential we offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
We offer financial solutions built for the future and that of our clients.
This is done by talking to you as an individual, understanding your current circumstances and finding out your future plans.
I then create a financial plan and goal that is specific to you and then giving you a helping hand throughout the lifetime of your goal to make sure its achieved.