0141 376 0059
Based in Glasgow
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FCA status: Certified by Firm
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Last checked: 02 April 2025
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Recent Client Reviews
Graeme has not received any client reviews in the past 12 months
Graeme has not received any reviews in the last 12 months
Graeme has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 January 2021
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graeme has not yet added their qualifications to their profile
Qualifications not yet added
Graeme has not yet added their qualifications to their profile
Transparent Fees
Graeme has not yet added their fees to their profile
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Graeme has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Last checked: 02 April 2025
Graeme is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Graeme's status
Recent Client Reviews
Graeme has not received any client reviews in the past 12 months
Graeme has not received any reviews in the last 12 months
Graeme has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 January 2021
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Graeme has not yet added their qualifications to their profile
Qualifications not yet added
Graeme has not yet added their qualifications to their profile
Transparent Fees
Graeme has not yet added their fees to their profile
Fees not yet added
Graeme has not yet added their fees to their profile
With over 15 years of financial services experience Graeme has developed a wealth of knowledge which is demonstrated in the financial plans he creates and manages for clients of all ages and circumstances. He specialises in all aspects of Wealth management including retirement planning (both pre and post retirement) and uses intelligent forecasting tools such as cash-flow modelling to help his clients use their wealth wisely and pass their wealth on to the right people. Graeme lives in Balloch near Loch Lomond and in his spare time he enjoys spending time with his family and participating in hobbies such as Golf, Cycling and running.
£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).
About Graeme's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.