Graeme Lennox @True Potential Wealth LLP

Financial Adviser (Restricted Whole of Market) 15 St. Machans Way, Lennoxtown, East Dunbartonshire, Glasgow, G66 7HG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th April 2019
I believe that Financial Advice should be a right and not a privilege.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Graeme Lennox
Partner
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
Martin Stewart and Kelly Steedman, Kirkintilloch
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. Yours Kevin Joseph Oakes
Kevin Oakes, Glasgow
Where to find us

15 St. Machans Way, Lennoxtown, East Dunbartonshire, Glasgow, G66 7HG

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Graeme Lennox is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.

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