Graham Barnetson - Financial Adviser

Everyone has their own idea of the perfect lifestyle. Mine includes the freedom to travel, to enjoy my hobbies – scuba diving, motorcycling, hill walking – and to use my business and leisure skills to protect the environment, particularly through marine conservation projects.

I am probably not alone in finding it challenging to balance work, family and individual responsibilities to achieve my lifestyle goals, and it can be challenging to know how to act now to make future goals achievable.

New clients often say they come to me because they feel frustrated about not having clear financial plans and are afraid that their future dreams may never be realised, or they find pensions and taxation complicated and are worried that plans they made in the past may no longer be appropriate.

I am often asked:
• When can I afford to stop doing the things I have to, and start doing the things I want to?
• How can I ensure that I never run out of money?
• What must I do to ensure that the people I care about are financially secure whatever happens?

Perhaps you’ve asked similar questions yourself, or know someone who has?

Each person and each situation is different and your life and aspirations are unique to you. To be able to help you, I’ll need to understand the big picture of your life, so I’ll need to ask lots of questions; I expect you’ll have questions for me, too, which I’ll be happy to answer.

If we decide we can work well together and you choose to become a client, I’ll use this understanding of you and your circumstances to make bespoke recommendations that answer your questions and underpin your goals.

Whether it is personal financial plans or plans to support your business objectives that are front of mind for you, I may be able to help. Before becoming a financial advisor, I spent 25 years in the engineering sector, progressing from business owner to international-level management roles. I’m familiar with the challenges, risks and financial decisions facing organisations of all sizes. If I cannot help, I may know someone who can.

Shall we start with a phone call to find out if I can help you?

Graham Barnetson Financial Adviser

Areas Served

  • All of UK

Graham Barnetson - Financial Adviser

Graham Barnetson - Financial Adviser

Everyone has their own idea of the perfect lifestyle. Mine includes the freedom to travel, to enjoy my hobbies – scuba diving, motorcycling, hill walking – and to use my business and leisure skills to protect the environment, particularly through marine conservation projects.

I am probably not alone in finding it challenging to balance work, family and individual responsibilities to achieve my lifestyle goals, and it can be challenging to know how to act now to make future goals achievable.

New clients often say they come to me because they feel frustrated about not having clear financial plans and are afraid that their future dreams may never be realised, or they find pensions and taxation complicated and are worried that plans they made in the past may no longer be appropriate.

I am often asked:
• When can I afford to stop doing the things I have to, and start doing the things I want to?
• How can I ensure that I never run out of money?
• What must I do to ensure that the people I care about are financially secure whatever happens?

Perhaps you’ve asked similar questions yourself, or know someone who has?

Each person and each situation is different and your life and aspirations are unique to you. To be able to help you, I’ll need to understand the big picture of your life, so I’ll need to ask lots of questions; I expect you’ll have questions for me, too, which I’ll be happy to answer.

If we decide we can work well together and you choose to become a client, I’ll use this understanding of you and your circumstances to make bespoke recommendations that answer your questions and underpin your goals.

Whether it is personal financial plans or plans to support your business objectives that are front of mind for you, I may be able to help. Before becoming a financial advisor, I spent 25 years in the engineering sector, progressing from business owner to international-level management roles. I’m familiar with the challenges, risks and financial decisions facing organisations of all sizes. If I cannot help, I may know someone who can.

Shall we start with a phone call to find out if I can help you?

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.