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Find a Financial Advisor in Lancashire

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The average price of Financial Advisors in Lancashire is £600

Wayne Graham True Potential Wealth Management LLP profile image
W

Wayne Graham True Potential Wealth Management LLP

Lancashire

‘19 Certificate of Excellence

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. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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Hear from
a professional

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.

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