Wayne Graham True Potential Wealth Management LLP
Burnley, Lancashire
(4)
Burnley, Lancashire
(4)
Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications.
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4 customer reviews
Frances Jane Seddon
Wayne has been my financial advisor for over 20 years,he has always done his best for us and has a great professional manner,he is already going from strength to strength with his new company True Potential,and we are truly glad he is working with us.
Leslie Rooks
Attention to detail,friendly and professional service. 5star
Tracy buckby
Wayne is extremely knowledgeable, gives advice that is right for you as an individual. Would recommend him to anyone without a hesitation
Ying, Tan
Wayne is a cheerful and positive person to work with. Explain things very well. 👍
What do you love most about your job?
Giving the right advice is what makes me stand out from the crowd with the best technology to make the advice process slick and efficient.
What inspired you to start your own business?
Flexibility to suit your clients is key so working for yourself makes this the perfect match.
Why should our clients choose you?
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.
Occupational Pension Review
Pensions are a complicated area of advice and a making sure you have all the options explained is imperative.
Personal Pension Review
As part of the retirement planning process it is important to see if the current plans match your goals and objectives.
