Wealth builders

Helping you achieve your financial goals

When your world is busy, it can be hard to find the time to focus on your personal finances, and even harder to make progress with saving towards a goal. We help people build and protect their wealth for a financially secure future.

Whether you have some solid objectives in mind or you want to explore what’s possible, we can help set you on the path to success.

Here’s how we’ll help…

Grow your wealth

It’s important that your money is working hard and in a way that’s right for you. We’ll build an investment portfolio that’s tax-efficient and aligned with your goals, timeline and attitude to risk.

Protect what’s yours

Sometimes the unexpected occurs. Whether it’s your income, your home or your loved ones, we can put the right cover and insurance policies in place to ensure what matters most is protected.

Plan for the future

We use smart cashflow modelling technology to forecast how much money you might have or need in the future. We can then use this to build a plan that bridges the gap between where you are now, and where you want to be.

Achieve your goals

Above all, we’ll work with you to not only identify your financial goals but help you achieve them. With a personalised financial plan in place, anything is possible – so let’s help get you there.

Hear from our clients

Don’t just take our word for it. Hear from some of the people we’ve helped with our advice.

Graeme was very professional and conducted an overall review before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research.

A client in West Lothian

Graeme organised a financial seminar for NHS staff nearing retirement. I was impressed with his knowledge and presentation and there was no pressure to sign up.

A client in Lanarkshire

Graeme has a dedicated, systematic approach to our financial planning and we are very pleased with the positive results. We look forward to his regular visits to our home.

A client in Berwickshire

Graeme's welcome visits bring both me and my wife total confidence in his ability and he always leaves us believing that he is acting in our best interests.

A client in Renfrewshire

Graeme is very approachable and his financial advice is presented in a way that I can understand! I'm sure my situation isn't complex in the great world of finance, but he never makes me feel I am wasting his time.

A client in West Lothian

Graeme provides advice with great clarity. Unused to the world of investments he was able to provide the right level of information in an easily understandable manner.

A client in Lanarkshire

Graeme excelled and I am very pleased with the position (financially) that I now find myself in. My deepest thanks go to Graeme and his team for their excellent service, and I look forward to their continued advice.

A client in Fife

By helping us take control of our pensions, Graeme gave us a reassuring back stop at a time when our jobs were uncertain. I wish I had met Graeme earlier!

A client in London

Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind.

A client in Bedfordshire

Fancy a chat?

Send us a message using our contact form to set up an initial conversation. All we need is a quick overview of your situation and we’ll be in touch.

01506 841625 [email protected]

Poise Financial Planning Limited is registered in Scotland registered number SC659309. Registered Office at Herkimer House, Mill Road Enterprise Park, Linlithgow, EH49 7SF. Poise Financial Planning Limited is authorised and regulated by the Financial Conduct Authority no. 930257.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. If you wish to register a complaint please write to [email protected] or telephone 01506 841625. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.ord.uk or by contacting them on 0800 023 4567.

Production