Wayne Graham-True Potential Wealth Management LLP

Restricted - Whole of Market  The Office, Worsthorne and hurstwood, Lancashire, BB10 3JN
First meeting at adviser's own cost
Experienced in Pension advice covering Occupational Pensions, Personal Pensions, Drawdown and Annuities for all your retirement needs and goals
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Wayne Graham
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

What our clients say
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
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 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 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
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.

Where to find us
Head office address: The Office, Burnley, lancashire, BB10 3JN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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