Graeme Lennox @True Potential Wealth LLP
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
15 St. Machans Way, Lennoxtown, East Dunbartonshire, Glasgow, G66 7HG
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. 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.
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
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