Graeme Crooks

Graeme Crooks

Newlands Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in East Kilbride
View location

Top Rated 2025
Verified since: May, 2024

5 out of 5

36 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    Graeme and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Graeme has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Graeme has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    Graeme and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Graeme has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Graeme has not yet added their fees to their profile

I am a fully qualified Financial Adviser with over 30 years’ experience within financial services. After enjoying five very successful years as a Partner then Senior Partner with Prudential Financial Planning including being awarded ‘New Partner of the a Year in 2016 and ‘UK Partner of the Year’ in 2018, I have now decided to start my own business, Newlands Financial Planning Limited (a partner of M&G Wealth Advice). I advise on a range of products from Prudential and other carefully selected providers. (This is known as a restricted advice). I am the Director of Newlands Financial Planning Limited, an Associate of The Chartered Insurance Institute and a Member of the Chartered Institute of Bankers in Scotland. I have been working in a self-employed capacity with M&G Wealth since June 2020. Prior to setting up my own business I worked with Prudential as an adviser for 5 years, before this I spent 26 years with a major bank as a Personal and Corporate Financial Adviser and latterly as an Area Manager. I take pride in offering a professional, friendly service and devote my time to building lifelong relationships with my clients. The natural progression for me was to set up my own business via The Advice Partnership to provide an even higher level of service to my existing clients, whilst continuing to develop new relationships with the backing of the brand and strength of Prudential/M&G Wealth. Away from work I am married to Alison and have a son and daughter, both in further education. My hobbies and interests involve keeping fit by running, attending the gym and hill walking.

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£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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