John Graham - Financial Adviser

I have 33 years of experience in the Financial Services sector.

In offices based in London and Stamford, I provide advice to businesses, families and individuals on all matters financial, including:

  • Wealth Preservation, Creation and Management
  • Lifestyle and Retirement Planning
  • Protection for Businesses and Families
  • Mortgages and Finance for Businesses and Families

As a Partner at True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to delivering better value and choice for my clients.

The True Potential Wealth Strategy Fund Range is a risk-based series of fully-diversified investment solutions. We believe that your goal, and your attitude to investment and risk, are key factors in choosing the right fund.

With wide exposure to world-class investment managers, as well as diversifying your investment by asset class and geographic region, you’ll benefit from having more potential to grow your money and manage volatility, all in one Portfolio.

Through the use of True Potential’s award-winning technology, we can provide straightforward and transparent advice in a simple and convenient way. Clients have 24/7 online access to personal websites with complete financial records and up to date valuations and performance data.

The True Potential technology also allows clients to invest directly into their portfolios from their mobile, tablet or PC from as little as £1, making investment top -ups a simple and convenient process.

I would encourage you to explore my website and my ‘Beyond Wealth Management’ service.

Please get in touch with me for a professional review of your circumstances at our expense and at no obligation.

John Graham Financial Adviser

Areas Served

  • North England
  • North East England
  • Yorkshire
  • North West England
  • Cumbria
  • Midlands
  • South England
  • South East England
  • Suffolk
  • Essex
  • London
  • South West England
  • Devon
  • Cornwall
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland
  • North Wales
  • East Wales
  • South Wales
  • West Wales
  • Isle of Wight
  • Northern Ireland

John Graham - Financial Adviser

John Graham - Financial Adviser

I have 33 years of experience in the Financial Services sector.

In offices based in London and Stamford, I provide advice to businesses, families and individuals on all matters financial, including:

  • Wealth Preservation, Creation and Management
  • Lifestyle and Retirement Planning
  • Protection for Businesses and Families
  • Mortgages and Finance for Businesses and Families

As a Partner at True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to delivering better value and choice for my clients.

The True Potential Wealth Strategy Fund Range is a risk-based series of fully-diversified investment solutions. We believe that your goal, and your attitude to investment and risk, are key factors in choosing the right fund.

With wide exposure to world-class investment managers, as well as diversifying your investment by asset class and geographic region, you’ll benefit from having more potential to grow your money and manage volatility, all in one Portfolio.

Through the use of True Potential’s award-winning technology, we can provide straightforward and transparent advice in a simple and convenient way. Clients have 24/7 online access to personal websites with complete financial records and up to date valuations and performance data.

The True Potential technology also allows clients to invest directly into their portfolios from their mobile, tablet or PC from as little as £1, making investment top -ups a simple and convenient process.

I would encourage you to explore my website and my ‘Beyond Wealth Management’ service.

Please get in touch with me for a professional review of your circumstances at our expense and at no obligation.

Areas Served

  • North England
  • North East England
  • Yorkshire
  • North West England
  • Cumbria
  • Midlands
  • South England
  • South East England
  • Suffolk
  • Essex
  • London
  • South West England
  • Devon
  • Cornwall
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland
  • North Wales
  • East Wales
  • South Wales
  • West Wales
  • Isle of Wight
  • Northern Ireland

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.