Graham Cotton - Financial Adviser
As a Financial Adviser with 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.
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 aspects all of your financial wellbeing including Investments, IHT Planning and Pensions.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.
For more than 30 years, I have been helping individuals, families, and business owners reach their financial goals. After receiving my DipFA from The London Institute of Banking & Finance , I became a qualified adviser and have pursued professional courses via the Chartered Insurance Institute. Since that time, I have continually enhanced my knowledge and expertise through industry events and formal training.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
My Office is based in Passfield near Liphook in Hampshire and happy to travel for a chat, cup of tea, and a biscuit.
Client Login for Standard Life WRAP: https://tpllp.wrapadviser.co.uk/home.aspx?logout=1