0330 038 8940
Based in Linlithgow
View locationChecks carried out by VouchedFor
FCA Regulated
Graeme and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 January 2026
Graeme and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Graeme has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Graeme has received 18 client reviews in the past 12 months; 100% of these have been verified
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 September 2025
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.
1
Qualifications Uploaded
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Graeme has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Graeme has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Graeme has provided information on their typical fees
Graeme has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
33
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Graeme (based on 33 first impressions)
82% of users who are not yet clients had a positive first experience with Graeme
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Graeme (based on 33 first impressions)
I am a Chartered Financial Planner and am a Fellow of The Personal Finance Society. Although I do not advise on Defined Benefit Pension Transfers I hold a pension transfer specialist qualification as well as the UKSIP IMC qualification. I have over 30 years financial services experience, for the last 14 years I have been a Director at a financial advice firm. I am Founder and Director of Poise Financial Planning, an independent financial adviser firm. I set Poise up as a director led business, this means that I focus on delivering an excellent service for clients. Whilst I insource expertise I am the main point of contact for all clients I deal with throughout what I hope will be a long standing relationship. I help clients throughout the UK and seek to deliver an approachable, understandable service, tailored to the individual's needs.