Finance Monthly - Global Awards 2021

FINANCE MONTHLY GLOBAL AWARDS 2021 51 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.

RkJQdWJsaXNoZXIy Mjk3Mzkz