Graeme Inglis is a Chartered Financial Planner and entrepreneur with over 25 years experience in the financial services industry. He deals with clients from all walks of life, he has built up a relationship with the NHS and assists the organisation and employees. Graeme delivers presentations and advice relating to the NHS pension scheme as well as other government run pensions including the police, local government, teachers and firefighters.
He has built up a depth of experience and knowledge of the challenges facing workers coming in to retirement in the current climate. This led to the NHS approaching him to ask for assistance explaining the impact of the UK pension annual allowance and lifetime allowance on employees as well as helping employees who have queries about upcoming changes to the NHS pension scheme.
As well as achieving the “gold standard” Chartered Financial Planner qualification Graeme also holds the Investment Management Certificate and specialist qualifications related to pension transfer advice.
Graeme started work in 1988 through a Youth Training Scheme for the Royal Bank of Scotland. He soon developed an interest in banking and finance and achieved impressive results in his Scottish Institute of Bankers Exams. Whilst working for RBS he was based in various bank branches throughout Glasgow. He then moved to Abbey National and was posted to one of their investment offshoots, Inscape Investments, in Leeds. After a number of years working in Leeds and Yorkshire Graeme moved back to Scotland, working over the following years for Bank of Scotland, Barclays Wealth and Towry.
Whilst with Towry, Graeme decided that the time was right to set up his own independent financial advice firm and set up Create and Prosper in 2010. Although a bold move at the time, he led Create and Prosper from being a “one man band” to a nationally recognised firm, regularly appearing in the shortlist for various finance awards throughout the UK.
Last year Graeme decided to move on to a new challenge and set up Poise Financial Planning Limited to focus on the ever changing needs of his existing clients and new clients acquired through his connections with the NHS, other pension schemes and professional introducers.
As well as running Poise Financial Planning, Graeme also works as a tutor and lecturer at Edinburgh University Law School. He delivers the Financial Services and Related Skills Course to Law Students. He has an active role in the local community, donating to and sponsoring various causes.
About Poise Financial Planning Limited
The business world has changed beyond recognition over the past 2 years, clients need an adviser and a team behind the adviser who can help navigate the financial world as we now know it. Poise Financial Planning is based in the town of Linlithgow in Central Scotland and serves clients throughout the UK. The firm delivers independent financial advice, mainly to private clients but also to trusts and corporate clients.
The key to the firms success has been to harness knowledge and experience with technology to deliver excellent outcomes for clients. When the firm was set up by Graeme Inglis there was a rigorous due diligence process which sought to develop winning relationships with service providers who would enhance the end to end client experience.
At Poise Financial Planning there is an understanding that the goals and objectives of clients sit at the heart of the business. The business was founded on developing successful long term relationships with clients. The firm stands side by side with clients and helps them navigate the financial challenges they may face throughout their lifetime.