Graeme Fernie

About

I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon. I will take the time to get to know what is important to you and help you realise your aspirations. As a Wealth Manager and Partner of True Potential Wealth Management, I am proud that we are one of the UK’s most innovative financial services groups, providing investment and pension solutions, delivered on our award-winning platform, to over 1.6 million private clients. As a company, we manage over £22 billion of client's assets, using some of the most highly regarded, global investment and pension fund managers. Our investment committee is made up of experts that will ensure that your money is looked after and managed effectively, in accordance with your attitude to risk, maximising growth and taking any worry or strain away. I am very fortunate to work with a great team at True Potential, including our excellent compliance department, that will also ensure that the advice you receive is sound and reflects your current circumstances and plans. Jointly, we will ensure that your financial journey with us, is informative, carefully planned and suited to your specific requirements. I can help with all aspects of financial planning, including Defined Benefit/Final Salary pensions, Defined Contribution pensions, At Retirement and Drawdown, investing for growth and income and any protection needs that you and your family may want. I will help you make sense of it all and am fair, transparent, and cost-effective. You are under no obligation to use my services and any charges will only be taken if a business transaction takes place. Any meetings are free of charge and there is absolutely no pressure to commit to any recommendations. Only if you are comfortable and everything makes sense, will we then move forward. Please do get in touch and I will be delighted to help.