Wayne Graham-True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) The Office, Burnley, lancashire, BB10 3JN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Experienced in Pension advice covering Occupational Pensions, Personal Pensions, Drawdown and Annuities for all your retirement needs and goals
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Wayne Graham
Financial Adviser
What our clients say
"Wayne is someone you can trust and who gives total peace of mind that your investments are being managed safely. Very thorough and full of knowledge Wayne puts things into simple terms and treats you like a friend , he cares that your investments work for you and only you."
G Watson, Burnley
Wayne has looked after our investments, pensions and mortgages for a number of years - we have always found him to be professional and given perfect advice. We highly recommend Wayne.
Tony Riley, Mold
Wayne is professional and has a fantastic approach to financial planning and finding solutions which match your own goals. I would recommend Wayne as he is able to explain in a jargon free manner the complexities of financial products.
Ian Harper, Burnley
Wayne provides advice with a friendly and efficient delivery.Good to get on with and very reliable. I would recommend his services.
Jeremy Ashworth, Colne
Where to find us

The Office, Burnley, lancashire, BB10 3JN

Make an enquiry
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
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.

Our services

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Wayne Graham 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.

Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances 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.

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.

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